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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Clutts who wrote (11804)	12/2/1999 5:20:00 PM
From: DOUG H	Respond to of 54805

Hi Raymond and bp, I'll look into those companies as well. I have a friend who works in the medical field and is very bullish on MLNM/HGSI and others. bp's point about patenting is right on.

To: Raymond Clutts who wrote (11804)	12/2/1999 9:47:00 PM
From: pam3001	Read Replies (1) \| Respond to of 54805

Celera's technology places it WAY ahead of the human genome project --and it is able to patent much of what it has done. If the human genome is the OS of human life, and genomics the OS of life itself, then these companies stand to be huge --and to control much. We are not just talking about human life but about the biosphere, about life writ large. Can these companies ever be gorillas? I am not convinced they can meet every standard. There are many of them, and they are still small. Am I investing in them? Yes, yes I am --they will revolutionize the future much like the Internet has done, and their products will become ubiquitous and essential. Not only that --their products represent discontinuous innovation. Once they come to market, conventional medications and treatments will be shown the door. They are paradigm-shifting, big-time: think Copernicus, think Galileo. They will force us to redefine our place in the Universe, to reinvent ourselves (literally) and to approach life and the world in a radically different way. But are they gorillas? Can they be subsumed by current pharma giants like Pfizer? That's the question, and if so, gorillas they may not be.