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

To: tuck who wrote (82)	11/6/2000 9:03:23 PM
From: Dr. Voodoo	Respond to of 1784

I couldn't tell you for sure what portion of their revenue they derive, however, their recent acquisition strategy seems like this is a direction they like. (Acquiring Berger) I agree that they have their hand in alot of other pies and it's certainly not a pure play. As far as equipment goes, they are probably the leading supplier of analytical balances. The automated chemistry/biology end like Bohdan is where I see the paradigm part of the company that I think has and will generate a large part of their bottom line. Specifically in systems that do things faster, like sample analysis and preparation for drug discovery. The question I suppose I have is how big is the drug discovery market going to get? Once the targets are identified I would think huge and we are just on the first plateau on our way up. Comments? V