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Biotech / Medical : AFFYMETRIX (AFFX) -- Ignore unavailable to you. Want to Upgrade?

To: Andy Patton who wrote (561)	11/3/1997 5:43:00 PM
From: Boyce Burge	Read Replies (3) \| Respond to of 1728

There are now a lot of biochip companies and they will all be held up to the same magnifying glass before long... revenues and earnings. Maybe we are going to move to a paradigm where AFFX resembles Intel, and others like HYSQ, Protogene, Synteni etc resemble AMD and Cyrix... and whoever can make the most feature rich reliable chips at the right price will rule. So far the advantage of having up to a million features per chip still favors AFFX. But are these chips really helping the end user do something worthwhile, at a reasonable price??... the jury is still out on that and may continue to be thru much of 1998. Thats why I think that the appearance of positive reports in the bio-literature on chips with high feature density is so important for longer term AFFX dominance.