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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (87)	11/7/2000 1:30:50 PM
From: keokalani'nui	Read Replies (1) of 1784

From Waters recent 8-k, FD disclosure: COMPETITIVE POSITION - 1999 TOTAL MARKET $4.0B (a) [Pie chart: HPLC Market Size - $2.5 Billion Growth Rate - 8% Waters 19% Agilent 12% Hitachi 5% Dionex 5% Shimadzu 6% All Others 53%] [Pie chart: Mass Spectrometry Market Size - $1.0 Billion (b) Growth Rate - 15% Waters/Micromass 23% Finnigan/Thermoquest 23% PE/Sciex 20% Agilent 9% Shimadzu 5% All Others 20%] Unfortunately the EDGAR daily reports are not more current than 11/2 (!), so I could not get a better formatted snip. Is Finnigan a candidate via ThermoQuest Corporation which is a private subsidiary of Thermo Electron? --Wilder

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