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Biotech / Medical : AFFYMETRIX (AFFX) -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (1025)	10/22/1999 9:42:00 AM
From: jerryriti	Read Replies (1) \| Respond to of 1728

>won't we have to wait and see the outcome of various lawsuits before we decide that AFFX has a proprietary position> OK, so let's call AFFX a chimp, but the recent dispute with Incyte has gone a long way to pointing us in that direction. How many points on the upside have already been lost by those who will await the appeal. The recent ruling in their favor makes this one a very big chimp indeed. Good luck to all and keep your eyes on the revenue growth. BTW there will always be competitors and wannabe competitors in such a promising field but it would seem that AFFX has the financial muscle and wherewithal to make a good fight of establishing its proprietary position. All that said, AFFX could be a gorilla in the making and I imagine that lawsuits are part of the move to Gorilladom.

To: LLCF who wrote (1025)	10/23/1999 1:30:00 AM
From: JF Quinnelly	Respond to of 1728

I was thinking about this today myself (great minds think alike). The stock's action does seem as if people believe AFFX has won its claim of infringement, when of course the patent cases have yet to go to trial. If a win has indeed been priced in, and it doesn't happen, then things ought to get real exciting in the genechip sector. I'll continue to spread my bets around the various players. And as much as I like AFFX, we'll have to wait for the court's decision before we award it a gorilla suit.