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Biotech / Medical : QDEL - Quidel more quick diagnosis

QDEL 19.90

+0.8%

9:57 AM EST

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To: Mike Relyea who wrote (1438)	3/24/1998 2:59:00 PM
From: David B.	Read Replies (1) of 1693

<<Quidel seems to me to be in somewhat similar position today as Dell was in 1994. Dell made a negative press release that it would stop development of an "un-competitive" laptop. Dell's stock dropped about 50%. Well, Quidel just issued a negative press release, and soon after, just like Dell did, de Bruin touted its "distribution base." I remember an article in some money magazine in which it was explained that Dell's distribution network took a lot of work to develop and, although not impossible, would be difficult for the competition to copy and put in place. Well, Dell's stock's increased about 35 times since 1994.>> Mike - The comparison to Dell's distribution model is a little kooky. Dell sells direct. ~90% to large and medium size businesses. They have almost totally cut out the middleman (<1%?). The laptop fiasco was solved when they brought in a guy from Apple for a portables redesign. They rolled out the Latitude portable which has been a big hit. Quidel on the other hand is probably dependent on their distributors for >90% of their revenues... So what. It's a different market. Quidel needs to help consolidate this industry and get more new products out the door to generate some buzz.

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