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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: saukriver who wrote (35013)	11/19/2000 8:45:22 AM
From: techreports	Read Replies (2) \| Respond to of 54805

wow...take it easy man. It was just a suggestion. I wasn't saying HGSI is a gorilla, just a possible one. What an understatement. Yahoo! has few (if any) requirements of a gorilla. No BTE, no proprietary open architecture, no real value chain, etc. At best, Yahoo customers have slight switching costs of having to sign up for a similar service. Hmm..well Yahoo just must suck as an investment since it has none of the above! Matter of fact, you just described a commodity business. I didn't know Yahoo was a commodity. I encourage you to explore this genomics area, but it also is not a gorilla game. It seems like a database rental game. database rental game? HGSI will sell a pill or a drug or whatever. I consider that a product. Anyone who sells a drug that uses one of HGSI's possible 7,700 patents will pay royalties. I mean, HGSI can't make drugs for all of their patents, so the less lucrative patents will be licensed out and the most important ones will be for HGSI to make drugs with. Revenues is revenues, i don't care if it's considered a retal game. Still a crap load of money HGSI could make. My takeaway is that there must be some legal uncertainty whether these patents are enforceable, or why would anyone feel the need to make a case for them? Like i said in my first post. There is some risk involved, because it's still not clear how these companies with patents on genes will work out. However with Bush in office, policies might change. Anyhow, i think you have a misunderstanding about HGSI's patent portfolio and the requirements to receive a patent on a gene. Here are some links i've archived on HGSI. SOme of the posts are written by ElricSeven who is very knowledgeable in the biotech sector. I highly suggest reading his posts. Protein and the Lean Machines wired.com HGSI vs MLNM vs INCY vs CRA boards.fool.com "L4" (HGSI) Human Genome Sciences CEO (interview CEO) boards.fool.com ***QFW Biotech: 3. HGSI: Checklist, RB, and RM boards.fool.com HGSI vs MLNM: Comparing possible biotech RBs boards.fool.com TOP DOG AND FIRST MOVER boards.fool.com SUSTAINABLE ADVANTAGE boards.fool.com Break Down: Human Genome Sciences fool.com Break Down: Human Genome Sciences, Part 2 fool.com