https://www.fool.com/investing/2019/05/05/where-will-illumina-be-in-10-years.aspx
So, any ideas on where ILMN will be in 10 years?
Is the competition really that fierce? I personally don't think it is.
Illumina has a near monopoly with their machines. I still see them having the lion's share going forward. I mean, how many years behind are the competition?
And doesn't Illumina have a decent moat? I mean, it costs almost 1 million to buy their Novoseq machine, so the switching cost is high.
Anyway, what you think?
Submitted May 11, 2019 at 04:17AM by WeeWillieWinkieHODLr http://bit.ly/2YrwLJb
