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.
Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?


To: LLCF who wrote (11272)3/7/2001 9:02:59 PM
From: mishedlo  Read Replies (1) | Respond to of 13572
 
CRA is sitting on a huge pile of cash.
$18 per share.

They were smart enough to do a secondary offering at over $200 per share to a bunch of suckers to gaet that cash.

But cash is cash.
Otherwise CRA would be sitting at half waht it is IMHO.

HGSI should be about 1/4 its current price IMHO and it will get there. CRA's cash, if they do not burn it, should keep them up there. What CRA needs to do is to buy something with real earnings to support the bleed.

M



To: LLCF who wrote (11272)3/9/2001 3:57:48 AM
From: Walkingshadow  Read Replies (1) | Respond to of 13572
 
LLCF,

I admit I don't follow INCY closely, and have not for some time. But, I guess you'd have to ask yourself some questions here:

1) Does INCY have $1 billion in the bank?

2) Does INCY have one of the most powerful (and expensive) supercomputing forces on the planet?

3) Does INCY have probably the most powerful and rapid gene and protein sequencing potentials on the planet?

4) Does INCY have the incisive, full-blown warp-speed scientific talent that left the much, much larger and far better financed Human Genome Project lying in the dirt, dazed, wondering if anybody got the license plate of the truck that hit them?

5) Does INCY have the vision of the future that Venter and company have---coupled with the ambition, drive, talent, and resources to move the company hard in that direction?

6) If you were a pharmaceutical company or an academic institution, where would you want to go for genomic data, INCY, or the guys that have sequenced the human genome (among others)? Which source of information might you imagine to be expanding faster?

I think the answers to these questions should tell you what you need to know.

JMVHO, as always.........

Walkingshadow