Roche has already announced a new alliance with SoftGenetics, but none of their behavior at this time is a reflection of the value of ILMN's value and science long term. Ilumina is still the gold standard and whether Roche returns or turns its attention to a patchwork of others should not be an investor's measure to determine whether to buy, sell, or hold. Global growth and the demand for more and more sophisticated analysis in the healthcare sciences community will continue to support ILMN's growth or its value for an acquisition by a large pharma or tech company. Roche is just one of many with similar reasons to own this technology. It certinly isn't the only one with the need or the capacity.
Illumina is NOT the gold standard of seqencing..get your facts right. This accolade has only been awarded to Helicos ...fact...in a scientific peer reviewed paper.
"The Helicos technology represents a new wave of > next-generationsequencing technologies in which samples were > proï¬led directlywithout the polymerase chain reaction (PCR) step, > thus eliminatingthe overrepresentation or underrepresentation biases > introduced bythe copying process of PCR, a necessary step in Illumina > sequencingtechnology. Given this, we use the expression measure obtained > fromHelicos as the gold standard when evaluating expression > measuresreported by different algorithms analyzing RNA-Seq data > generatedby the Illumina platform." > http://userwww.service.emory.edu/~zqin4/huBioinfo12.pdf > <http://userwww.service.emory.edu/~zqin4/huBioinfo12.pdf>