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Biotech / Medical : Trickle Portfolio

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To: Crossy who wrote (947)12/13/2001 12:05:43 PM
From: tuck  Read Replies (1) of 1784
 
Crossy,

I could try calling FSH. They have never broken out their revenues except by geography. They sell to chemists and such who are not involved in life sciences. They may not be normal, but what the heck, I'll give it a shot.

As for PKI, I actually did business with an EG&G unit when I was involved in solar radiation research for a while. But we used Hamamatsu photodiodes. Just reminiscing, don't mind me. Nice going on the 3 bagger; when did that happen? I watch PKI anyhow, as they are an important player, with Wallac, Packard, etc. (while, as smh points out, the GNSL relationship is now a bad joke), and might buy some, but not for Trickle.

Cheers, Tuck
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