SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Molecular Dynamics

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mojave who wrote (100)1/12/1998
From: Vector1  Read Replies (2) of 153
 
Mojave, no question the management team has messed up. However , if you are going to play the contrarian game you are often buying afer a company has badly missed estimates. The sequencer market is large and estimates have its growth rate at over 20% per year. Moreover sequencing speed is critical and there is no question in my mind that if the MegaBace is superior to the ABI371 it will gain significant market share. Given the roughly $120m current market cap I like the risk reward.
V1
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext