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Biotech / Medical : Molecular Dynamics -- Ignore unavailable to you. Want to Upgrade?

To: mojave who wrote (100)	1/11/1998 11:33:00 PM
From: harryr26	Read Replies (1) \| Respond to of 153

I don't know. Usually II is pretty good at admitting when it is wrong. At one point last year I think they had almost half of their Magic 25 rated as a sell. With what I think is an overreaction, the Magic 25 review, the conference this week, and a few reconfirmations from some other investors I think I will be jumping in tomorrow depending on how the market looks. Harry

To: mojave who wrote (100)	1/12/1998
From: Vector1	Read Replies (2) \| Respond to of 153

Mojave, no question the management team has messed up. However , if you are going to play the contrarian game you are often buying afer a company has badly missed estimates. The sequencer market is large and estimates have its growth rate at over 20% per year. Moreover sequencing speed is critical and there is no question in my mind that if the MegaBace is superior to the ABI371 it will gain significant market share. Given the roughly $120m current market cap I like the risk reward. V1