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To: Walkingshadow who wrote (11345)	3/9/2001 10:31:32 AM
From: LLCF	Respond to of 13572

WalkingShadow, FYI: 1) Does INCY have $1 billion in the bank? A.) INCY's mkt cap is > 50% cash, CRA somewhat less. 2) Does INCY have one of the most powerful (and expensive) supercomputing forces on the planet? A.) Yes 3) Does INCY have probably the most powerful and rapid gene and protein sequencing potentials on the planet? A.) Yes, that's why they have patented more genes, faster than anyone else, including CRA. 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? Yes 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? I think so. 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? Check out INCY's deals vs CRA's. I think the answers to these questions should tell you what you need to know. DAK