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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (3986)	10/11/1998 3:22:00 PM
From: LTK007	Respond to of 18998

Why do you blithely ignore all the posts the give a far more detailed amount of info on this matter,and just come out with blithe pronouncements--does it mean nothing to you that Dr.Rice set up the BioTech program at DeKalb----that the BioTech partnering with Mycogen is exclusive---that their tight relationship with Noble to develop more digestible alfalfa is a close relationship and a coordinated effort.Mr.Pink,I still advise caution on this one---I still believe you should look deeper on this one.That's is my opinion---I realize that Mr.Pink does not deal in opinions--but gives pronouncements from Sinai:) so it is difficult to debate with you.Max90

To: Mr. Pink who wrote (3986)	10/11/1998 9:15:00 PM
From: F. Lynn	Read Replies (1) \| Respond to of 18998

But does it need the "expertise?" Isnt this what the partnering is for? I think what ABTX brings to the table is the seed library, an asset which cannot be built from outside. Unlike human genomic samples, which can easily be acquired by anyone interested in sequencing them and developing possible commercial applications from, seed genomics are not walking by the office each and every day. With the majority of commercial crops grown from a limited number of strains, acquiring the genomic diversity needed for large scale sequencing is possible ONLY with access to a seed library. Apart from a few universities, the only sources for these are distributors. How much biotech expertise did DeKalb and Pioneer have independent of their partnerships? It was my thought that Monsanto and DuPont did much of the sequencing and testing for them-I could be wrong.