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Biotech / Medical : Munch-a-Biotech Today

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To: Vector1 who wrote (379)	5/20/1999 11:25:00 PM
From: Hal Barnett	Read Replies (2) of 3158

Vector1, A second opinion regarding INCY, ABSC and PCOP. ABSC appears high risk to me. The ABSC approach needs many complex pieces to work together reliably and with minimal human intervention. This is possible but the jury may still be out. The analogy that comes to mind are the pitches I heard from all of the start-up supercomputer companies in the late 80s. They were all going to knock off Cray. The projects were all high tech, leading edge technology, unproved and risky. Where are these companies today? Cray was bought by Silicon Graphics (now renamed SGI). Most of the others are gone (ETA, Thinking Machines, Steve Chen's supercomputer company, Kendall Square Researh, etc.) Even Seymour Cray's latest venture did not succeed. PCOP might be more interesting for the Molecular Simulations piece. Applications software and database technology could work together. The combichem piece is too far afield from INCY's strength in genetics IMO. Just my 2 cents. Regards and thanks for the provocative post, Hal

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