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Biotech / Medical : Trickle Portfolio
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To: tuck who wrote (1318)1/7/2003 4:04:44 PM
From: scaram(o)uche  Read Replies (1) of 1784
 
>> that was my theory for the reagent and consumable companies <<

I said that productivity remained a focus, in face of the "no big ticket" environment. Part of that effort involves determining how to spend less on reagents and consumables.

Fisher sells the stuff that you need to do such.

But your point is well-taken.... reverse trickle, how long can any sweet spot last?
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