To All, Great turnaround today as people figured out that SBC was paying for a $50,000 dog with 3 $25,000 cats. Much ado about nothing, IMHO. However, the Perkin-Elmer news does matter. They are wrecking my genome plays with their new machine and I consider this a fundamental change. I am selling all of my GENE and Sequana. I no longer own Incyte or Human Genome, praise the Lord and pass the ammunition. This is not a technical call and it isn't a phony. I have owned PKN off and on for 30 years, sadly, off right now, and they are not slimers when they talk about products. If they say they have something, bet your booties they have it. These are very smart scientific guys who still haven't figured out how to manage a co. But they are a top tier tech firm and I won't get in their way.
Good Luck,
MB |
