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Biotech / Medical : IDPH--Positive preliminary results for pivotal trial of ID
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To: Christopher Adams who wrote (1300)10/7/1997 6:28:00 PM
From: contrarian   of 1762
 
Christoper,

I feel that IDEC will continue to move up as more brokerage house and mutual fund managers take positions. My biggest concern is can they ramp up production to meet the build-in earnings expectations. My company, AMD, peaked prior to the announcement of our new microprocessor, the AMD K6. We have had trouble ramping the product and our stock has fallen as a result (48 when announce; 30 today).

If anyone has an inside track on the risks/problems with ramping a product like this, please post. I think it would be informative to understand the difficulties associated with producing this type of product (at least for those of us not involved with bio-techs).

Thanks in Advance,

Contrarian
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