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Biotech / Medical : Aventis--World's No. 1 Drugmaker

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To: Mike McFarland who wrote (7)3/3/2000 9:27:00 PM
From: Don England  Read Replies (1) of 22
 
thot i'd check ave out as you had mentioned it earlier as a 'gorilla'. it's big. it does seem wedded to bios inasmuch as it's developing lots of stuff; but why ave instead of more eln? eln seems more tuned to bio, safer, and a generally more lithe and flexible co...

also, didn't want to get back to you on the aria thread, but you had mentioned moving some money out of bios into 'value' (rr's ?) i, too, tend to move too early - as with selling my aria at 35, but i am worried about what is to come. wife is practically apoplectic that we have moved from 5 figures into mid-6 in a little over a year (thank you jesus and wwca/vstr for giving me the stake to play bios). everytime i raise cash i spend it immediately, and am rewarded. have even got into margin a little; took a small margin postion in ngen at 62 and sold in a few days at 93. how can i take anything off the table? such a quandry. interested in your thots. wife wants me to sell it all and buy mrk; in a few months i might wish i had. don
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