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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (349)	1/8/2001 3:57:18 PM
From: tuck	Read Replies (1) of 1784

Trickle cannot resist 100 shares of BDAL @ 11. Meanwhile, some tricklish news from companies mentioned here, but not on the lists . . . DPII gets UHTS tech from Abbott (of all places!). Does away with the whole idea of wells on microplates. Hard to say if stock prices of other companies in the space, such as ABSC, are getting whacked because of this competitive threat, margin call related and institutional dumping, or a combo. biz.yahoo.com Also, Variagenics seems to be executing OK: biz.yahoo.com But I don't really consider it a trickle company, relationship with WAT notwithstanding. It sells more to diagnostic than research labs. Will reconsider that position if someone who knows the company better wants to make a reasoned pitch for it. Cheers, Tuck

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