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

To: scaram(o)uche who wrote (1317)	1/7/2003 1:36:37 PM
From: tuck	Read Replies (2) \| Respond to of 1784

>>FSH fires into a good place for this restricted-budget time. They sell stuff that addresses "modest-cost solution to bottleneck" issues. There's a real focus on productivity, at the same time that big ticket items are no-go.<< Well, that was my theory for the reagent and consumable companies, too, but FSH has held up better than the rest. NBSC has been bandied about as a good munch for FSH. I submit HBIO might be also be a good choice, in terms of fit. Frankly, I think FSH is doing fine on its own, and management is disinclined to dull their above-mentioned focus by doing a munch. I realize they have allowed the possibility, but it didn't hurt them to take this approach with the analyst community. Empty words, IMO. Do you have a feel for their customer mix? I have excluded it here because they never broke out their sales by customer market (i.e. life sciences, drug discovery, industrial (read: chemical companies and the like), etc.), only by geography. Maybe I should just ask someone in IR. Cheers, Tuck