To: michael97123 who wrote (20 ) 2/13/2002 2:56:29 PM From: tuck Read Replies (2) | Respond to I can only guess. Given the difficult environment for the sale of big ticket items & delay in the NIH budget, I wonder how much upside there could be. Though mass specs in general have defied this difficulty pretty well. My gut feeling is that it may be a couple of quarters before CIPH sells lots more systems, but will sell plenty of chips to its installed base. There could be upside from its recently introduced interface for triple quad mass specs, but it would likely be small. Add in inside sellers who have sold from ~$4 to ~$8 and I, for one, have BLUE HP holding for the long term and buying in the $4s. Specifically, I would not be surprised to see Hutchens, the former employee & adversary in the IP dispute, cash in some more chips (so to speak) here; he's been quiet for a few months and has sold at much lower prices. I have no position myself now, but would likely buy in the $4s also.
