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

To: tuck who wrote (508)	3/27/2001 1:29:04 PM
From: tuck	Read Replies (1) \| Respond to of 1784

Aticle from GenomeWeb concerning the "spending slowdown" as reported by ABI. It appears that sales of the Prism 3700 are slowing, while the 3100 is ramping faster than expected. The latter, at $100,000, is 3x cheaper than the former. It can also be turned on and off efficiently, rather than being left on 24/7, which is the optimal mode for the 3700. Thus it is now the instrument of choice between the two for the smaller sequencing projects now being done. Bottom line is that the market reaction of selling every tool company in sight has likely created opportunity, as ABI's situation is specific to sequencing. MDCC may to deserve to be shot along with ABI, but IVGN, PBSC, QGENF, etc., probably got oversold. Trickle is thinking of doing more hunting among those and others. genomeweb.com Cheers, Tuck