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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE
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To: Mike McFarland who wrote (504)5/14/1999 9:46:00 AM
From: Scott H. Davis   of 613
 
My biotechs continue to slumber, unless you include TRIBY (Trinity Biotechnology) which is a lab Dx company with a rapidly growing group of rapid tests for the point of care market (they have a 1 step HIV in FDA trials now)

I would add VICL to a proposed list of companies you can buy and forget about - strong financially, broad pipeline, huge amount of major playor validation, continued clinical validation with no bad news. Furthermore, the revenue from partnered products has enabled them to have 3 items in trials (including a phase III) that are unsponsored (thus significant rev potential)

Storage is another issue - AXC and ADIC are stomping.

QSND is hitting critical mass with their revenue streams and done well. PTIX should post a strong qtr, and after records last 2 qtrs, their biggest backload in history and a state of the art, fault tollerant network backbone product just completing beta (along with CSCO electing to use two of their boards) I think they market will respond well. VERY solid FA and effectively no LTD. Scott
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