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To: Greater Fool who wrote (91895)1/23/2000 12:45:00 AM
From: Mark Fowler  Read Replies (1) | Respond to of 164684
 
The runup in the genome stocks is about as insane as the runup in some of
the more ephemeral web stocks. Affymetrix, for example, is a rinky-dink
company, with one manufacturing facility in Sacramento. If the worldwide
market for the product was as large as the stock market seems to think it
is, wouldn't they be building lots and lots of great big manufacturing
facilities?!?<<

They also have a rinky-dink facility in Santa Clara Valley...
affymetrix.com

"Being the dominant genomics tools company, Affymetrix should
benefit significantly from the genomics stock rally," To said. He
said he expects the company to turn profitable by the end of this
year, and that its competitive edge is sharpened by a strong
patent position. He raised his target to $250 a share from $150.
Shares of Affymetrix jumped 30 1/4 to 232 1/2. "
cbs.marketwatch.com



To: Greater Fool who wrote (91895)1/23/2000 10:17:00 AM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
This about fulfillment and it worth a read.

nytimes.com