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Biotech / Medical : AFFYMETRIX (AFFX)

AFFX 14.01

0.0%

Apr 1 5:00 PM EST

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To: Boyce Burge who wrote (470)	8/29/1997 4:02:00 AM
From: Michael McVey Lusk	of 1728

Boyce, The PFizer deal, I take it, is like the ones AFFX has been making all along with companies that want to try out Genechip. The Roche deal is different: it's a long term subscription deal, implying a real commitment to AFFX technology. It is interesting that $$ terms were not disclosed. I remember reading an exchange between you and another poster in which the two of you discussed Genechip pricing. You opined (on the basis of information presented at the AFFX shareholder's meeting) that pricing might be set on a individual customer basis, depending on how badly AFFX thought the customer needed Genechip. I'm not sure I see how it could be feasible to price that way, but it is consistent with keeping mum on the dough. The Roche news was the first I'd heard of the EasyAccess program. Does anyone know any more about it, like how much the base package costs? - MML

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