BIOTECH & TECHNOLOGY INVESTING *UNDERVALUED*{T/A F/A & V} Message Board

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Biotech / Medical : BIOTECH & TECHNOLOGY INVESTING *UNDERVALUED*{T/A F/A & V}

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To: tuck who wrote (322)	3/20/2000 10:26:00 AM
From: BRAVEHEART	Read Replies (2) of 423

Hi Tuck, It looks like Barrons was busy bashing Some Dot Coms & Biotech. It listed some cash burn out rates on a few dot coms. Incl DSCM... Suggested burn out Nov 2000. I don't think it included the recent SPO. So the article could be discounted IMO. However the publics perception may be altered once again. I would cancel that order in the event it does skew perceptions. Barrons was putting another nail in Biotech too. Hammered GLIA. The stock dropped another few points based on the story. Sounds like crap IMO. But then again all biotech is mostly overvalued so another week of Red Rum. Barrons being the catalist this time. USON yes I would look to exit Tue. The numbers aren't due out till Wed after the close but I don't expect as much as the hype at Yahoo. Hence a selloff. PCTH should be interesting. The quorum passed the additional dilution. Reality says the conversion mechanism kicks in soon & the price drops "unless" they renegotiate the converts or somehow find a loophole to convert @$1.25. I cannot see them converting @$3+. However to avoid missing out on positive news I look to hold a 1/5th position in the event a positive scenario plays out. Confidence is only 20% that it will. Your KERA scenario looks interesting. I'll investigate ASAP. BEST WISHES Jeffrey

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