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Biotech / Medical : Trickle Portfolio

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To: Crossy who wrote (716)	6/28/2001 4:13:21 PM
From: tuck	Read Replies (1) of 1784

Trickle has been quietly watching CRS Robotics for some time. This company has actual earnings, and did fine last quarter. Price seems to be channeling between 2 3/4 to 3 1/4 range. finance.yahoo.com They have recently launched protein expression workstations. In their CC, they said they planned on developing more consumables. They made a sale to MDS (MDZ) a while ago, and half the revenue is being booked in this quarter, so that should give some solidity to earnings. Margins improving as they have debugged new manufacturing systems that were first operational last year. Gave no guidance, saw no funding problems, but this was a while ago. SG&A should level off as they have mostly finished staffing up (some new hires in manufacturing). These guys play a little bit on the edge of QGENF's space (nucleic acid workstations), and QGENF just registered the first good equipment sale to a pharma that we've seen in a while. A little light for the trickle companies? Thinking of buying some T.ROB (aka ROB.TO) in the $2.75 range. Also watching window dressing on BDAL, and think I'll nibble a little bit tomorrow. WAT is tempting, but I think it may see low 20s, and I'll buy there. Though I may lose it. As I may have been similarly too greedy on AFFX. We'll see what tomorrow brings: got some dry powder ready. Thank you MCLS! Cheers, Tuck

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