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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (30902)	5/1/2000 2:43:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 63513

A bit of SLR news from MWD today, the whole group looks a little rattled. I have a question, who is making the components that SLR has shortages in? John ---------- Solectron (SLR-$47-SB) Maintain Strong Buy Shelby Fleck SLR announced that F3Q00 EPS could range from $0.20-$0.22, but it remains comfortable with consensus expectations of $0.84 for F2000. Our estimate is $0.22. SLR made this announcement because they are in the process of issuing $1.5B in notes. Once again, component shortages are limiting revenue growth. We maintain our Strong Buy rating.

To: Jorj X Mckie who wrote (30902)	5/1/2000 2:54:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 63513

PEB just mentioned on CNBC as the best company to be in for the next wave coming after Genomics. Kris Jenner who runs the T. Rowe Price Health Sciences fund told us what Mike and I know, that Proteiomics the science of manipulating Proteins to create therapies for diseases, will be one of the outcomes of the decoding of the Human Genome. The French Scientists were doing Protein modifications for the treatment in last friday's NYT. Jenner, specifically mentioned the Mass Spectrometry equipment that PEB and WAT are making. ---------------- PE Biosystems Group, one of two publicly traded subsidiaries of PE Corporation, manufactures instruments and other products used in life science research. Its Applied Biosystems unit makes instruments for nucleic acid synthesis, DNA sequencing, genetic analysis, and cellular detection. Its PerSeptive Biosystems unit makes instruments that purify, analyze, and synthesize proteins and related molecules; its PE Informatics unit develops bioinformatics software for the pharmaceutical, biotechnology, and agrochemical industries; and its Tropix unit manufactures chemiluminescent substrates and related products for life sciences markets. PE Biosystems also makes mass spectrometry instruments through its PE Sciex joint venture with MDS Health Group Limited. ---