Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jibacoa who wrote (1100)	3/25/2002 9:32:45 AM
From: tuck	Read Replies (1) \| Respond to of 1784

Bernard, Although it's OK for Trickle companies to sell to clinical diagnostics customers, those that do so exclusively are not in my definition. Meanwhile, Waters, which originally downplayed this loss in its patent dispute with MDZ and ABI, now is revising its guidance, and by more than the 2% in revenue. From CBS MarketWatch: >>Waters (WAT: news, chart, profile) revised its 2001 results and lowered 2002 expectations as a result of an unfavorable patent ruling involving mass spectrometry products sold in the U.S. The company said 2001 earnings were reduced to 83 cents a share from $1.23, due to a $75 million pre-tax provision for estimated costs related to the patent suit. Looking ahead, the company is now anticipating reporting earnings of 27 to 29 cents a share for the first quarter of 2002 and EPS $1.37 to $1.45 for the full year. Analysts surveyed by Multex are currently forecasting EPS of 32 cents and $1.49, respectively, on average. The company plans to "aggressively" appeal the verdict, but said the result of the litigation "has been a significant disappointment." The stock closed Friday down 10 cents at $29.10.<< snip Cheers, Tuck

To: Jibacoa who wrote (1100)	10/21/2002 4:43:15 PM
From: Jibacoa	Read Replies (1) \| Respond to of 1784

BLUD Made a 52 Wks. H today. The company makes automated instrument and reagent systems for blood transfusions. "Only about 15% of the blood transfusion testing market uses automated systems, according to industry experts. Immucor estimates it has about a 54% market share in that niche. The rest is mostly held by Johnson & Johnson's Ortho Clinical Diagnostics division". "Blood tests aren't cut back when the economy slows down," said John Howard, analyst with TM Capital Corp. "This business should be very recession resistant." biz.yahoo.com It has continued to perform well since my previous comments. siliconinvestor.com Bernard