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Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (47)	11/1/2000 3:42:25 PM
From: Pseudo Biologist	Respond to of 1784

Is Dionex (DNEX) trickle? Something very wrong with it, even has a P/E -g- And here is the proteomics salvo: biz.yahoo.com Just adding to tuck's workload -g- PB

To: Biomaven who wrote (47)	11/1/2000 6:17:06 PM
From: tuck	Respond to of 1784

Peter, >>I guess my view is that you should stick with "paradigmatic" trickle stocks - those whose performance over the next year or so will be driven by the extent to which they show up in the accounts payable of the biotech and pharma companies. I like IGEN, but like KDUS it's not really a trickle stock. There's enough to choose from without getting tempted by stocks whose price is going to be driven mostly by other factors.<< Message 14697595 OK, so is there anything else you'd like to prune from your list? Cheers, Tuck

To: Biomaven who wrote (47)	11/17/2000 3:49:36 PM
From: tuck	Read Replies (2) \| Respond to of 1784

Peter, Do you know of an online source that tracks capital spending by the biotech universe? Something like Frost & Sullivan, maybe? The reason I ask is that an anticipated slow down in capital spending by telecoms has been the driver in the multiple contractions of the various flavors of companies that benefit from the broadband build out. When this issue was raised by a SSB semiconductor analyst several months ago, he was ridiculed. But here were are. The suppliers to these companies were the last to see the slow-down. So a leading indicator for the trickle stocks in biotech, in a long cycle seemingly as unstoppable as that of the communications semiconductor companies, is capital spending by their benefactors. Another indicator, though fuzzier, is the IPO market for biotechs. Last one I saw was AEGN, which looked weak and isn't doing well. You know of sites that track this stuff on a regular basis? TIA Cheers, Tuck