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Pastimes : son of T/FIF

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To: scaram(o)uche who wrote (657)	2/26/2000 9:44:00 PM
From: LLCF	Read Replies (1) of 673

<We have to give 1999 to Miljenko, on the combined strength of analysis and performance.> I second! <"Blind Squirrel", but insufficient analysis to knock MZ out of sole possession of the honor.> Hey there.. well O.K. No, actually remember MZ and others on SI biotech were instrumental in BS's performance... very little of BS's content is original, although I like to think that I juiced performance with some instinct... ie. digging deep to the 'Lambert' picks of BVF thread and buying 10k Corvas when the fur started to fly added 100K to the performance, as did piling into no brainer GZMO at the same time.... the puts I've been buying to hedge a correction are also paying off nicely. In close I'd just like to say that BS is simply a trading portfolio of biotechs and not out to prove anything... It owes much of it's performance to the information provided here on SI as does my personal portfolio and gains which have pretty much mirrored blind squirrel albeit in more and some different names [QCOM, EDIG, PARS, CORR, CEPH, are positions I still have]. I would like to use my last post on son of T/FIF to thank all of you for being involved... especially the 1999 biotech investor of the year... still holding at least 2 of your picks! DAK

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