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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (196)	8/5/2000 9:29:01 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 2243

Spekulatius: Good..... let's get a healthy debate going. However, everyone needs to be extra polite..... I solicited suggestions and they're appreciated when offered. Critical, polite commentary re. the suggestions (mine as well!) is called for. Thanks to both you and Tom for launching discussion re. "trickle". More! Rick

To: Spekulatius who wrote (196)	8/6/2000 9:07:15 AM
From: tom pope	Read Replies (1) \| Respond to of 2243

>>Millipore makes most if its business with semiconductor companies and is not a good lifescience play IMHO. << Yes, that was my impression until I started looking at it, but according to a Morgan Stanley research report, biopharmaceutical research accounts for 65% of end market sales. The S&P research report agrees: >>Revenues are expected to advance at least 25% through 2001, driven by significant growth in microelectronics sales in Asia and the Americas. BioPharmaceutical & Research revenues (73% of total sales) should rise close to 10%, due mainly to new products in genomic research.<< The MS report is in PDF format and I'm not certain I can copy that into SI, but I'll try.