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Pastimes : son of T/FIF

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To: scaram(o)uche who wrote ()1/5/2000 11:24:00 PM
From: scaram(o)uche  Read Replies (3) of 673
 
Jim, biowa, Dave..... the suggestions have been solid ones. BPUR...... picked by all three of you esteemed traders, but, but, but.......

>> BPUR could really rocket in a market like this (DAK) <<

..... while I agree, that's not in line with the spirit and intent of "2000". The portfolio was designed to protect one's butt, while still allowing the leverage for upward punch (it's already up about 9%, if you fudge for a KDUS quote). Burn 10M/qtr, current cash is probably about $1.30/share. Nope, nope, nope. Might add it to my PP, however.

- g -

Leaning to ARDM or, now that it's come back a bit, NPSP, among the suggestions. Gonna chew on the ideas.

Globex NSDQ100 is currently down 37.5. Could be worse. Could be a lot better. I've seen some encouraging signs, however, that some of the dot com money is looking for undervalued biotechs.
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