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Biotech / Medical : New Brunswick Scientific Co., Inc. (NBSC) -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (371)	1/9/2002 11:37:31 AM
From: nigel bates	Read Replies (1) \| Respond to of 724

dead tired, with a headache. Know how you feel after an unpleasant journey back from the US with two vomiting daughters. Why don't they provide sick bags these days...? Recycled my (modest) MCLS windfall into NBSC today. nig

To: scaram(o)uche who wrote (371)	1/10/2002 1:23:51 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 724

In discussing Fisher, I am not implying squat about a specific relationship. Both Richard and I have expressed our opinion that NBSC should by prime munch meat, and that Fisher seems like a logical muncher. However, it's pure speculation. Today's FSH presentation at H&Q...... pointed to 2002 revenues -- EXCLUDING acquisitions -- should be about $3.2 billion. Paraphrased, but perhaps a direct quote..... "provide products that reduce fear, now, unfortunately, including fear of bioterrorism." Will pursue strategic acquisitions to improve margins. There was almost continuous reference to margins and the use of acquisitions to improve them. Ex-vice pres. Gore at lunch...... referred to the need for quality epidemiology..... concerns mentioned.... anthrax, West Nile, cryptosporidium, deaths from flu, antibiotic-resistant bacteria, flu surveillance network, good vaccines. Two more indications that the company's products are in the TRUE bioterror defense sweet spot -- if one can call anything in that realm "sweet".