SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: scaram(o)uche who wrote (17)10/31/2000 12:46:55 PM
From: tuck  Read Replies (1) | Respond to of 1784
 
Richard,

>>What are earnings?

I've seen some people talk about them in the tech threads. Are they a new type of semiconductor?<<

Chuckle. For an example of this revolutionary concept, see previous post re: ABSC. Remember, no company will sell any more semiconductors, ever, at least that's what Mr. Market seems to think. So please don't mention those obsolete things on this thread. And that goes double for biochip/SNP companies. Seemingly high barriers to entry melt in the face of all this capital inflow, and there thus a bunch of those folks. AFFX the best risk/reward vs. the also rans in that biz, (NGEN, CALP, SQNM, etc., to name but a few pure plays)?

OK, screw earnings. It's just one metric. How about the % of sales MDS' CRO biz contributes?

Cheers, Tuck

We're in watch list assembly stage:

siliconinvestor.com