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Biotech / Medical : Trickle Portfolio
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To: tuck who wrote (549)4/10/2001 12:59:49 PM
From: tuck   of 1784
 
Three understandable downgrades for MDCC -27. Ouch. One less understandable downgrade to WAT, which reports on the 27th. From Robert Baird; I wonder if they called around to WAT customers or just knee-jerked because a client wanted in cheap (excuse my cynicism; they're probably good researchers, I don't know). WAT's business is more allied with BDAL's, which is going well according to very recent reassurance from them. If WAT is in the thirties next week with no warning, Trickle will spend some cash on another 100 shares. Tempting to try QGENF if it hits the teens. MDCC is down for a while, just gotta hold, maybe double later if the market overreacts. Said overreaction, if it comes, will probably be several months in coming. Trickle will sigh and watch.

Cheers, Tuck
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