I follow AFFX to the extent that a few of
the companies in Mike's Microcap Madness have
agreements with Affy to use their chips.
Sure, AFFX and INCY could be gorillas, and it
is very appealing to perhaps swap my stocks
to play games with momo in the short term.
It is also possible that in the long term
that these large cap stocks could be a fine
investment--the investment community loves
big cap, I can't argue that.
However...this hobby is interesting to me because
I can do what the mutual fund managers cannot:
I can buy into small companies, establish a partial
position and follow the company long term,
and with additional shares ride the volatility.
Sometimes this works, as was the case with
Magainin, in which I feel now like I own shares
for free...and sometimes this does not work, as
with Ariad, where I did not happen to own enough
shares when the EPO spike went off.
To make a long story short, I am going with the
small, micros and nanocaps. The Gorilla Game just
leaves a bad taste in my mouth.
However, that said, if I uncover any important
differences between the various gene and protien
chip technologies with regards to incy, affx, hysq,
and glgc (others?), I will post them on the appropriate
thread.
Say, off topic, but anybody know anything about the
NBIX/Janssen CRF1 trial--I swapped out of Hyseq to
get in that the other day, it finally dawned on me
that it's way up at the top of your valuation list,
and some of my OCD A/D queries lead me over to the
thread...where I became intrigued...you own that one? |
