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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (2715)	6/27/2000 9:44:00 AM
From: mishedlo	Read Replies (1) \| Respond to of 13572

Is it because PEB is foreign owned? This is one problem with LHSP that I did not consider. Dollar is strong. If profits are in euros results will lag

To: Boplicity who wrote (2715)	6/27/2000 10:41:00 AM
From: lucurgus	Read Replies (1) \| Respond to of 13572

Greg, What do you think of Excel Technology(XLTC). Seems to be in a hot sector and breaking out of its range as well. Lucurgus

To: Boplicity who wrote (2715)	6/27/2000 10:56:00 AM
From: allen menglin chen	Read Replies (2) \| Respond to of 13572

Greg, a nice view to connect biotechs and high-techs. =========================================================== netcognizance.com Darren Mac, Gruntal Author Lynn Report Source Darren Mac (Added 6/27/2000 9:13:29 AM)Categories: Market Views, Sector Reports, Stock Picks Email link to this Article Darren Mac, Gruntal: MLNM, AFFX, CALP, CRA, INCY Says there is a close tie between biotech and hi-tech Biotech is serving as the front-end discoverer of the pharm industry. As pharm companies need to maintain growth rates, they have to shift to enabling technologies to help them sort and makes sense of all the information coming out of the human genome project The most abundant trend in biotech is the convergence between semiconductors and biology; AFFX is currently one of the leaders in this area Example of this tech: If a researcher were to take a tissue sample from a patient cancer and then a patient without prostrate cancer, they could find out which genes were turned on and by knowing this, they can get a better idea which genes are implicated in the disease state MLNM is another one of his picks: has to be in the best position to translate genome info into drug compounds Has formed a platform that's the most productive and efficient and has been validated by over 1.8 billion in potential collaborative revs from pharm partners CALP: A very early emerging tech Has great potential "Lab on a chip" tech Has modeled traditional lab procedures down to a microscale level allowing for decreased cost, decreased free agent usage, increased through put, eliminate human error, etc CRA and INCY are probably the best known companies in providing computing information known as bioinformatics, still yet to be seen whether these business models will be profitable though They face obsoleteness as they are facing the public human genome effort: why would a pharm company want to buy in to some of this data when they can wait a few months where they won't have to pay for it