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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Gary L. Kepler who wrote (8828)6/21/2001 7:59:18 PM
From: Vector1  Read Replies (3) of 9719
 
Gary, I am interested in what others think, but I don't think AFFX and CALP compete very much. AFFX will have some competition from Agilent which has a JV with CALP but AFFXs patent protection in high density arrays is quite strong. AFFX still dominates this market and I do not believe they are loosing market share. There has been some cutback in spending and there is fierce competition at density levels below 1000 spots. We have a small position in AFFX and I certainly will pick up more if it goes lower.

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