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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Rocketman who wrote (5403)	8/1/1998 12:21:00 AM
From: poodle	Read Replies (1) \| Respond to of 9719

Rocketman, you are definitely right about Gorillas' weight and, probably, about their ability to build houses, but PKN and ABI are associated in my mind (for unknown reason) with PCR and Automatic Sequencing Revolutions, respectively. Have a nice weekend.

To: Rocketman who wrote (5403)	8/1/1998 2:24:00 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

<<Thus an 800 pound Gorilla would be incredibly fat and bloated and not able to move very fast or for very long, kind of like an 800 pound person. >> LOL. PE has a dominant position in the sequencing market and they are making a ton of money selling proprietary dyes at outragous margins. What do they do when the genome is largely sequenced and others own the intellectual property. OOOPs. Thats one of the reasons they did the deal with Venter. They dream of being what INCY is. I have to give them credit. For a fat gorilla they have realized that they need to move up the value curve in a big way and are flexing their muscles. They could be the Richard Simmons of Gorillas. <<By the way, who are Freudenthal and Von Emster>> Good question. Platform companies have gone from being the darlings to being outcasts. Of course the answer lies somewhere in between and some will create great value and others wil never make much money and be low cost slaves to big pharma. Speaking of platform companies I agee with the suggestions on the email you sent me. lets unload INHL and buy another 1000 shares of that dog platform company ABSC which is trading at a technology value of $60m. Off to vacation. Yes, I will bring the Laptop but I promised the family no more than 30minutes per day and it takes me that long to answer my email so my appearances will be few and far between starting tomorrow. V1