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Biotech / Medical : AFFYMETRIX (AFFX) -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (1530)	11/27/2001 3:56:45 AM
From: mopgcw	Read Replies (1) \| Respond to of 1728

Tuck, Believe me, there is no eye less trained than mine on this topic. Nevertheless, I foolishly move forward in the dark. I cannot argue AFFX 1st mover advantage. Clearly dominating. Question before us, is can they hold on to that advantage with technology moving forward. Perhaps with an acquisition or two? I cannot also help but agree that LMNX is comp with a headstart. But my understanding is that there may still be some advantages to ILMN. LMNX appears to make the machines and the beads, and third-party resellers add the tests, etc. ILMN on the other hand, you send your sample to them, and they give you the results. Thus the ILMN business model appears on the surface at least to be more value-added. Other random thoughts: the insider selling in lmnx seems to have been relentless as is the short interest. ilmn has more cash (though a slightly higher burn rate) ACLA is a comp with a completely different technology, but have not really dug into them yet. then there's ngen, sqnm.....yikes. thanks & take care george