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Author: cwestfield Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76  
Subject: I'm selling ABI Date: 8/12/2010 3:55 PM
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Hey All,

I'm going to jump ship. ABI's done a decent job this year, but I think they're becoming stodgy. I guess 70% of the market share will do that. I don't see them losing a lot of ground next year, but I don't see them increasing market share either. Personally, I like what Illumina's doing, their recent acquisition of Helixis was a smart play, and will open up the small lab market labs. I also really like newcomer Wafergen (WGBS). They just released their Smartchip platform commercially and had a 4x's increase in volume and a 14% gain. For my money, I think Wafegen's going to gain some market share and will be a prime buyout for Illumina, the Smartchip platform certainly fills a market gap for them.

What do you guys think? Have you been tracking WGBS? I think it could be big.

Happy Investing! :)
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