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Biotech / Medical : Cardiogenesis (cgcp)
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To: Joy who wrote (24)4/28/1998 8:09:00 PM
From: prgraphics  Read Replies (1) of 66
 
PCL has a definite edge at this point but I wouldn't discount
this issue or ESTI. In Hi-Tech, be it computers, IC's or Bio-Tech
there are several issues to consider. One is incentive, the others
are marketing and price/performance coupled with ease of use
and maintainance costs. It's still early in the game to write
off PCL's two most prominent competitors. Making money is not
something that comes natural to this area of investing. The
estimated market is huge and other application are being in-
vestigated. Hype plays a huge role. Perhaps, "HYPE" is not the
correct word, but I think you get my point. I can easily
see the possibility of CGCP and ESTI riding on (at the least)
of PCL's publicity. Contra is gaining momentum and so are secondary
plays to a primary focal point. 'Nuff said.

GR

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