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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (197)	12/6/2000 5:18:47 PM
From: scaram(o)uche	Read Replies (2) of 1784

>> Anybody know SYB? << Message 14853781 Plastics.... Corning, Falcon (again BD), Nalge. Tons of money spent here, but they're low margin business?? Nalge is a major "labware" division of SYB. Spent bazillions of bucks with them, Nunc too. Quality has always been good, IMO. >> Note that its sales of labware are flat. Maybe NBSC is in an industry wide problem. Could it be that most biotech/pharma companies already have their basic labware, and are mostly spending money on new technology? << Labware is generally considered to be plastics disposables. There is constant and increasing demand. It's a low margin business, given stiff competition. Some suppliers are doing well with new formats. NBSC is in equipment/instruments, a different creature.

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