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

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To: BRAVEHEART who wrote (333)3/22/2000 2:48:00 PM
From: tuck  Read Replies (4) of 423
 
Good Morning, Jeffrey,

Wherever you are. If it isn't one thing, it's another. I've had to do a pile of fresh DD on a large current position. Got <4 hours sleep and had to keep at it today. Nevertheless, I managed to post my picks on the watch list.

I don't have fresh research, but I do have a thought about our timing on these P & D plays. When we find companies witholding news as NEOP and LOR were, the bottom is probably in or coming in a few days. Check the charts on this, I don't remember the dates. We were too early in DSCM. We didn't see that kind of news withholding. The big DSCM blitz is coming next week.

The timing of the news flows, not just the charts, must be considered when timing our entry. The clues to the news timing are in the low circulation trade journals and the filings. Feel free to expand my mind with other sources.

BEST WISHES, TUCK
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