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

To: PuddleGlum who wrote (286)	10/27/2000 8:57:20 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 2243

>> Aren't they a bit behind? << Yeah, they're definitely distant from that objective. However, they have their niche carved out, and they're looking to move out of it. I don't know enough about the combined entity to comment further. It just looks, to me, like a particularly sensitive indicator of trickle down..... I'm not trying to represent it as a great investment. OTOH, it may be. I just haven't looked closely. I'm focused on %$#@ shakers and %$#@ incubators and %$#@ ultralow freezers. :-( >> More trickle: CALP (I own some), and ILMN (don't own it, wish I did). << Don't follow them closely. You think they're bargains? I've heard great things about ILMN, but.... isn't $1.2 billion a bit steep? Price to book is fine, they did well out the door....... lasting power. I like to compare this type of company to INCY. Price to "sales" is 12 at INCY. That's a factor of 20, for twice the market cap.