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Biotech / Medical : Celera Genomics (CRA) -- Ignore unavailable to you. Want to Upgrade?

To: John Solder who wrote (553)	7/10/2000 7:23:30 PM
From: Paul Viapiano	Respond to of 746

I suggest everyone, bulls and bears alike, read the new book Genome by Matt Ridley...

To: John Solder who wrote (553)	7/10/2000 11:42:55 PM
From: allen menglin chen	Read Replies (1) \| Respond to of 746

Paul Kelly Biotechnology Celera (CRA) Most dynamic force in biotech. quote.bloomberg.com FORTUNE Introduces First Annual Lineup of All-Star Wall Street Analysts Business Editors NEW YORK--(BUSINESS WIRE)--July 10, 2000--FORTUNE today announced its first annual lineup of heavy-hitter Wall Street analysts--the consistent home-run sluggers in the high stakes game of stock picking. The debut list consists of 15 men and women who, according to FORTUNE, can be dubbed the smartest players on Wall Street, along with their home-run stock picks (See list attached). In his introductory piece to the cover package, "A Whole New Ballgame," Editor at Large Joe Nocera offers insights into the unique analyst mindset, while Andy Serwer's essay on Paine Webber analyst Ed Kerschner, "The Big-Picture Man," offers tips from one of Wall Street's best forecasters. "Introducing the FORTUNE All-Stars," by David Rynecki and related cover stories appear in the July 24 issue of FORTUNE and are also available on www.fortune.com. According to Rynecki, the FORTUNE All-Star analyst ranking is given to consistent stock picking winners who "differentiated themselves from the run-of-the-mill analysts who always seem to echo one another, hawk the same stocks, and rarely make money for anybody except their brokerages." Rynecki points out that in some cases making it to the list "meant bullishly pounding the table for Sun Microsystems or Celera Genomics when both were out of favor," while in others, "the All-Star showed his or her pinstripes by downgrading a stock-even though such a decision would sever relationships built over the course of a career." Whatever the credential, the bottom line is that this bunch has made investors money--lots of it. FORTUNE reports that the All-Stars' stock portfolios--the sum return of every one of their recommendations during 1999--gained an average of 150% for the year, compared with 67% for their counterparts. This year's picks range from Rick Sherlund (whose coverage of Microsoft had already earned him the industry appellation the "ax") who erased Microsoft from Goldman Sachs' cherished "recommended" list eight days before the company announced a revenue shortfall for the quarter; to Michael Mayo, Credit Suisse First Boston's top regional bank analyst who told investors to sell regional bank stocks last May, right around the time the biggest names were rallying to new highs. (He was subsequently right, by the end of the year, regional banks had suffered their worst year relative to the overall market since 1945.) To assemble the definitive ranking of Wall Street analysts, FORTUNE enlisted the help of Zacks Investment Research to provide a list of the top quintile, or 20%, of stock pickers in each sector, based on their recommendations for the year. The list of analysts was then narrowed down by focusing on the 15 fastest-growing, most economically relevant, and innovative sectors of the market. Finally, FORTUNE conducted dozens of interviews, led by writer David Rynecki, to help name the 15 All-Stars. Note: The July 24 issue of FORTUNE is available on newsstands beginning July 17, 2000. To schedule an interview with a FORTUNE editor or writer, contact Nyssa Tussing at 212/522-6724 or at nyssa.tussing@timeinc.com. -0- Top Stock Picks of FORTUNE All-Stars 2000 Analyst Sector Favorite Stocks Comments -------------- ------------- ---------------- ------------------- Gary Balter Retail Target (TGT) Superbly positioned. Best Buy (BBY) Play on digital demand. Rich Bilotti Media News Corp. (NWS) Great new media strategy. Charter Communications (CHTR) Strongest play for interactive video. Jack Grubman Tele- WorldCom (WCOM) Global leader at communication depressed price. Global Crossing (GBLX) Could triple to $70 in a year. Paul Kelly Biotechnology Celera (CRA) Most dynamic force in biotech. QLT PhotoTherapeutics (QLTI) Potential $1 billion drug Visudyne. Thomas Kraemer Computer Sun Microsystems hardware (SUNW) Can easily sustain 25% growth. EMC (EMC) Cool software drives its hardware. Judah Multinational Citigroup (C) 15% long-term Kraushaar banking growth & a world to conquer. Bank of Securities New York (BK) processing equals big profits. Ken Kulju Drugs Elan (ELN) Four new drugs on the way. Biovail (BVF) Long-term EPS growth of 30%. Lauren Cooks E-tailing Levitan EBay (EBAY) A bargain w/ 83% sales growth. Priceline (PCLN) Will soon turn a profit. Michael Mayo Regional None "Sell bank stock!" Banking Gunner Miller Semiconductor Teradyne (TER) Demand heating up. equipment Applied Materials (AMAT) Undisputed global leader. Heather Hay Murren Household Avon Products (AVP) Avon lady finally products gets the net. Estee Lauder (EL) Well positioned for aging boomers. Guy Moszkowski Brokerages Merrill Lynch (MER) Boomers, deal making could drive stock to $140. Goldman Sachs (GS) Key player in global underwriting. Ullas Naik Internet CMGI (CMGI) Easy access to B2B boom. National Info. Consortium (EGOV) B2G retail. Rick Sherlund Software Oracle (ORCL) The next Microsoft? Amdocs (DOX) Sherlund's new favorite stock. David Wong Semiconductors Vitesse Semiconductor (VTSS) Demand will exceed expectations. Broadcom (BRCM) Quality 50% grower