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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (115)	11/19/2000 8:41:14 PM
From: Biomaven	Read Replies (2) of 1784

tuck, Sorry - don't know of any readily available source that tracks biotech capex. Frost & Sullivan is a likely candidate, but their reports generally cost big bucks. The telcom capex was driven largely by money borrowed in the bond market. Now that this source is gone, it's not surprising to see the rapid slowing of the suppliers in that industry. (Not to mention the worrying supplier-funding that is going to come back to haunt the likes of Cisco and NT). By contrast, the biotech funding is driven by equity. With something like $10 billion just having flowed into the sector in equity this year, there is undoubtedly a lot of cash waiting to be spent, and no slowdown is in sight. Peter

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