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

To: tuck who wrote (742)	7/12/2001 10:11:38 AM
From: nigel bates	Respond to of 1784

This review is focused on an intended optimization of value guided by the premise that the Company's drug discovery capabilities are best optimized by access to a greater number of drug targets than has been achieved by the current customer-funded approach Possible translations ? 1) We're working at a fraction of our capacity and need to do something about it. 2) We think we are better than our customers seem to believe. nig

To: tuck who wrote (742)	7/18/2001 11:32:59 AM
From: keokalani'nui	Respond to of 1784

tuck, would be interested in your visceral thoughts on WAT and whether it might not be approaching a sensible entry point. What with quarterly ETPs the rule, it could be under some tax loss selling. Nasty chart for a picks and shovel company that is by all accounts an outstanding outfit. finance.yahoo.com Wilder

To: tuck who wrote (742)	7/22/2001 7:07:44 PM
From: smh	Read Replies (1) \| Respond to of 1784

Tuck, PKI buyout of PBSC looks like a disaster for GNSL to me. The following from a Yahoo post reflects my feeling. <PKI made GNSL look silly. GNSL was pumping out press releases about a strengthened relationship and created a new position for one of their VP's to deal with PKI. Now PKI lowers the boom on them. Looks like trying to weasel out of an agreement left a bitter taste in someone's mouth and GNSL is left dangling in the wind as a result.> GNSL down 24% since munch announcement. Listening to the PKI cc, it sounds like they plan to expand the PBSC product line such that the overlap with GNSL will be complete, making the PKI/GNSL relationship a joke. As worldwide marketing/service partner PKI has had access to GNSL’s mostly proprietary IP, not to mention marketing strategy. This, along with a recent second warning, has fully dissipated the previously strong GNSL earnings growth. Based on the PBSC buyout, my back of the envelope calculations indicate that GNSL is probably worth about $5 in a munch at this time. Things may look better if orders pick up in the next few months. I am hopeful that the RA-1 will be a success in its target market segment. Will have to wait and see what Jeff Williams has to say on the 31st, I think. In the meantime, any thoughts (especially positive) would be welcome. Regards SMH