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Biotech / Medical : Trickle Portfolio
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To: Douglas V. Fant who wrote (976)1/1/2002 8:45:59 PM
From: Crossy   of 1784
 
Doug,
thx alot for you email. Long time since our ways crossed in fiberoptics on SI..

GSLI appears "broken" to me. I regard it way more as semi equip than fiberoptics. I do like ZIGO way more. The FO stock I still like is AFOP. Took advantage of the opportunity created by tax loss selling Dec 31st and bought another bunch..

AMRN I always liked. Right now QSC which I hold is on a tear and I recently bought into SCLN. MTEC, BIOI and NBSC are my other biotech/pharma related holdings. Medeq I also have a couple of: was lucky enough to buy into EXAC one day before the pop due to arbitration ruling. And I hold DYNT which could evolve into a compelling pain-management medical device play IMHO..

all the best &
Happy new Year
CROSSY
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