Short Ideas

[drfreely]

Re: ILMN. First read about them in "Wired" on a plane to Vegas in 2000 right after their IPO. I bought some that fall that I've held on to. Wish I'd spent more on ILMN and less at the Blackjack Table. They sure were right to turn down Roches' offers in the 40's. Every now and then I think of selling the stock but they seem destined for ever-increasing sp as medicine is moving more towards individualized medicine. They have competition, but now have the best, most affordable mouse-trap.
I'm nibbling at some SLB, and glad to see Lippa and Margolis at the helm of poor old CORX.