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

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To: evergreen who wrote (7609)	2/22/2000 10:00:00 AM
From: scaram(o)uche	of 9719

Love LJL. Went to two of their recent presentations, and was impressed by both. Participated in some of this run, left tons on table. >> Opinions with or without last weeks runup? << Quite steep. Downside exposure at any sudden market correction would be extreme. >> Any interest in equipment companies. << Tons. Lots of them have already run a bit, however. Some have moved before MDCC fever hit.

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