T/FIF, a New Plateau Message Board

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Biotech / Medical : T/FIF, a New Plateau

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To: The Dodgy Ticker who wrote (433)	4/15/2001 12:21:17 PM
From: scaram(o)uche	Read Replies (1) of 2243

Bob: With VPHM, you have "drug-related" leverage backing three programs to provide wind in the sails. With lab equipment, one needs to carry sales to the bottom line before the investment will come back a long way. Yes, I feel that it's worth holding at this price. OTOH, companies with drug-related leverage are dirt cheap at the moment, and the ride will be better there for those who pick wisely and have the disposition/stomach to trade aggressively. Here's how I summarized my sentiments a few weeks back.......... Message 15492343 OTOH, I agree with Tuck's sentiment that "trickle" plays are setting up as good long-term INVESTMENTS. I like MDCC. However, I was surprised at the timing re. LJL. They moved aggressively and paid, IMO, a premium that was too large. Sobered me. Rick

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