Rick,
Hope you have a good time out in Nevada; best to you and yours.
>>$15.5K, burning a hole in "2000"'s pocket. Warning..... I may spend it on KDUS if someone doesn't speak up!<<
Well, I was thinking of adding on further weakness. Say, below .8. You could do a lot worse. Trickle feels AGNT, MCLS, PBSC, DPII, and perhaps EBIO, are all undervalued, but probably won't provide the instant gratification of a DCGN. Nigel's been watching the price to cash ratios while I've been watching lock-up expiration dates, so we're catching different stuff.
>>my unread pile for Trickle is at 45 posts<<
An executive Trickle summary for busy biofreaks . . .
Trickle has spent considerable time listening to conference calls in the wake of ABI's warning, which was founded on slowing sales of industrial strength sequencers (Ditto MDCC). Trickle has found that R&D budgets are changing, not shrinking, reflecting the shift from industrial genomics towards proteomics. Some trickle companies -- especially those not in consumables and proteomics related instrumentation -- are seeing delays in orders. Trickle says buy the consumables and LC/MS companies (sample prep -- fractionating and digesting equipment, should also do well) on weakness. Trickle has no immediate suggestions, as Trickle has been expecting a pullback for the last week, and still does.
Cheers, Tuck |
