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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (590)	1/16/2002 1:25:34 PM
From: tuck	Read Replies (1) \| Respond to of 1005

I don't suppose anyone here aside from George watches Aclara? Nigel? Wilder? I've been digging on ACLA a bit, noting that it's been plumbing lows of late. The last couple of days have been particularly wild, though volume has been middling. They've got a fair chunk of cash, somewhere in the high end of the 20 million range restricted due to an impending payment to CALP -- unless the stock recovers in a very big way. I feel their technology is a step ahead of CALP's but perhaps behind the privately held Fluidigm. However, CALP is selling systems, and ACLA doesn't seem to be, despite having ABI as a partner. In part, this is due to only having one product launched (non BLUE H stock NGEN -- sort of a comp -- seems to have the same problem getting traction). Pending warnings from fellow sleuths, BLUE HP might take a little flyer on it should it again get below $4.25. Cheers, Tuck