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

To: tom pope who wrote (987)	1/3/2002 2:52:07 PM
From: tuck	Read Replies (1) \| Respond to of 1784

tom, According to my CC notes, BDAL had forecast life science bookings of 25%. Since then, they lost out on the bulk of the GeneProt contract to WAT. So guidance of 25%+ is a nice affirmation for BDAL in the life sciences market (substance detection is a wild card still). The drop in stock prices by other MS companies is likely a response to Mr. Laukien's contention that BDAL is gaining share. Here's the link to 3rd Q numbers: Message 16609185 In a nutshell, this is a reiteration, with a couple of numbers broken out that weren't broken out previously. Those being the growth rates for the MALDI/TOF and Ion Trap lines. FWIW, after 9/11, BDAL reported increased budgetary activity from its government customers (chiefly DoD), but it couldn't get a handle on what it might mean in $ at that time. DoD uses the ion traps. The percentages for FY02 are a bit wide, but given they are looking out only to Q2'02 & the DoD wild card, that's to be expected. So my cut is that this is strong in light of the GeneProt situation, but indeed, not earthshaking. I'll be curious to see what you come up with. Cheers, Tuck