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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE

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To: Arthur Radley who wrote (168)1/19/1999 2:43:00 PM
From: Steve Lokness  Read Replies (2) of 613
 
Scott;

If you are asking me why I left out MLNM and VICL, it is because I was just trying to mention some of those that I felt have some growth potential - or could be discussed so that we could learn more about small under-followed companies.

In fact I didn't even mention the sub group of biotech into sequencing. Even though this group has bunches of cash, I have trouble seeing where the income will be coming from. After sequencing, I think the next natural step might be protein mapping - that is how the gene information can be used in a more overall understanding of how disease works. The big winners I think will be the gene therapy companies, but that is yet off in the future - but definately getting closer.

Does make an interesting sub group of biotechs though doesn't it?

Steve
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