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Biotech / Medical : AFFYMETRIX (AFFX)
AFFX 14.010.0%Apr 1 5:00 PM EST
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To: Gary L. Kepler who wrote (1521)10/24/2001 11:10:52 AM
From: tuck  Read Replies (1) of 1728
 
Gary,

I don't think there is much overlap in what CALP and AFFX are doing for MLNM. I am still interested in CALP as it is the first mover in microfluidics, but I see some interesting competition on the horizon, such as Fluidigm. Similar concerns have been raised about AFFX. My views haven't changed much, I still like them both, though I see more downside risk in CALP these days.

Cheers, Tuck
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