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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (8753)5/2/2001 11:17:34 AM
From: tuck  Read Replies (1) of 9719
 
Vector1,

You used to think highly of AFFX. If memory serves the model used to own it, and sold it for a tidy gain last year. In the face of standardization issues in the biochip marketplace, a swarm of little competitors, and errors in the murine arrays, AFFX has swooned.

Message 15719744

I feel that in the tools industry consumables are still OK, but big ticket items are iffy for a few quarters, with the exception of mass spectrometers. AFFX's products aren't big ticket items individually, but regular use would be equivalent.

I submit most of this is priced in, and that AFFX is a buy should it retest its lows (expecting broad market pullback before end of spring). Do you and/or your audience have any thoughts on this wounded gorilla?

Cheers, Tuck
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