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Technology Stocks : Defense Play in Motion - WTC Reaction -- Ignore unavailable to you. Want to Upgrade?

To: Gary G. Wallrap who wrote (63)	9/21/2001 9:13:57 AM
From: GARY P GROBBEL	Read Replies (1) \| Respond to of 225

Gary...if folks are interested i will go thru some bioterrorism defense plays over the w/e...i wrote this on another thread last nite in response to CBTE release: will...there are very few plays, either direct or side door, that you can single out as having a direct focus on combatting bioterrorism/chemical warfare. I was talking to one of these companies yest and the ceo indicated that there are only 5 companies presently being funded by DARPA, DOD or other federal agencies to work on this very real situation. That will change. We are somewhat better prepared for chemical and almost wholly unprepared for biodefense. I can only conjecture at this point but the amount of money that will be funded to these 5 and others going forward will be huge compared to the present amount..maybe over the next few years in the hundreds of millions. This threat is only going to grow going forward and companies with capabilities either avail now or in the development stage I feel are tantamount to a lock going forward.