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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Rocketman who wrote (4988)	5/28/1998 11:44:00 AM
From: Peter Singleton	of 9719

Rman, hey, I agree the ENMD guys are entertaining, but I have a little different take on things. Reading the quotes in the Reuters article made me think of how I'd probably react if I won a big prize in the lottery ... these guys are kind of dis-oriented, not sure what happened to them, thinking that maybe somehow they earned this ... it is fun to watch, but a sad commentary on the capital markets ability to understand or value biotechs. btw, I don't know anything about ENMD's science besides what I've read ... it's just the contrast between the attention they're getting vs the other quality biotechs the market ignores or hates. Peter

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