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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?


To: lurqer who wrote (31217)8/30/2000 9:40:06 PM
From: Clappy  Read Replies (1) | Respond to of 35685
 
Lurqer, I'll look into them.

Judith Williams also gave a nice list of Biotechs to look at.

I see tremendous potential in this area.
However, since your post the other day, I'm beginning to see a bigger picture.

It appears that these companies are still hype driven without any proof of revenues and profits.
So they are still great for riding momentum, but they will tend to fall to pieces with every market correction.
It almost takes a stronger stomach to be along term investor in biotechs than it was to invest in the internet stocks.

Perhaps the pick and shovel companies will be the first to report high revenue growth.
It's these companies and those who provide a service to all the researchers that I'm most interested in.

Who is the Yahoo of the biotech sector? (Index of the Biotechs and it's information)
Who is the JDSU? (Maker of key components)
Who is the ORCL? (Data base builders and software engineers)
etc.

Is there such a thing as a mutant gorilla in the biotech basket?

-TwoHeadedMouse