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Biotech / Medical : New Brunswick Scientific Co., Inc. (NBSC)

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To: scaram(o)uche who wrote (267)10/14/2001 7:00:09 AM
From: Crossy  Read Replies (1) of 724
 
Rick,
wow - that's what I call commitment..

Funny that you cite it as a bioterrorist play. Some between the line reading in their company description also pointed IMHO at least to an indirect link to this hotbed of interest right now.

Usuall I prefer the indiret "trickle down" investment opportunities by a large margin. When Internet was hot, I mainly invested in networkers and fiberoptics. Only a small fraction in carriers, ISP or dot.com companies. In the end that was the right thing to do. Equipment providers had a longer virtuous cycle in the big bull market of the 90ies, far more sustained than the "direct" groups..

Interesting that you arrive at $15-20 for the existing biz. Means a Price/Sales ratio of 1.5-2.

I can stomach those whimps. Let them sell and the smart money will buy.

all the best
CROSSY
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