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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Gary L. Kepler who wrote (8982)	10/25/2001 4:24:59 PM
From: Vector1	Read Replies (2) of 9719

Gary, I never really thought INCY was in the biochip business. Forget the patents, their technology is an inferior platform to AFFX. <<Are there other promising biochip companies that I should have a position in using a basket approach (overtime selling the losers and concentrating on the winners)?>> I cant rec another biochip company but there are numerous tools companies. Take a look at the Trickle porfolio for some good comentary and ideashttp://www.siliconinvestor.com/subject.aspx?subjectid=37269

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