I think genetics are going to be huge industry. Today at lunch I was having a conversation with someone and trying to explain that there are going lots of companies that are "unsexy" but making tons of money when the $1,000 genome threshold breaks. Here is an example of one of them. Genvault Storing stable samples may not be cutting edge technology, but is like selling picks and shovels to the sequencers and databanks in the future.
These guys Sorenson genetics may do something interesting in the future as well in terms of growth. Most likely they will become a roll-up for someone in the personal genetic game.
My own thesis is that lots of little sequencing and predictive biomarker companies will get rolled up into a massive firm that offers a subscription type service for people who park their samples with them. The economies of scale and scope will be huge. I call this firm ultragene. It will look like a utility for indviduals and provide constant alerts as discoveries are made. It will also end up housing people electronic health records. It will be private and very powerful.