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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (1400)	3/27/2003 9:42:08 PM
From: Spekulatius	Read Replies (1) of 1784

<<Folks are beating up on AFFX of late:>> I think I would take my money and run. AFFX has performed well compared to most peers but a general spending weakness may even get to the strongest sector players. AFFX valuation is fairly rich, with a market cap of 1.5B$ and 150M$ book value. They also have a convertible with 368M$ outstanding - indeed it's a mystery to me why they have not issued stock at current prices yet to pay off the debt.

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