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Biotech / Medical : T/FIF Portfolio

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To: scaram(o)uche who wrote (968)	6/17/1999 11:02:00 PM
From: LLCF	of 1073

<Points very well taken, but we're into minutia> Totally agree... just didn't know how serious we wanted to get about this return thing going forward... start going out several years and it all matters, in reality they're so far behind it doesn't matter unless they kick butt for a good long period. I will mention at this time that from what I can see ALL stocks that I'm in and that I see in bounce/drypowder/VD/etc. were definitely able to be purchased in good size at great prices. I'm sick of these managers talking about Roach Motels and all as they turn in to the Ritz Carlton in front of their eyes... suddenly it's worthy of attention because they can blow some "real" coin checking in? Pretty funny... [funny peculiar, not funny ha ha] DAK

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