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Biotech / Medical : Cell Genesys (CEGE)
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To: Bosco who wrote (866)4/8/2000 7:14:00 PM
From: Timoteo  Read Replies (1) of 1298
 
Bosco, Armin and all- ABGX/CEGE relations. Bosco is right when he talks about the other factors (many irrational) that affect the stock prices even though there is a relationship between the companies. A great example Friday was Brooktrout (BRKT) and Interspeed (ISPD). Two excellent and undervalued companies. BRKT still retains almost half the shares in ISPD. ISPD is up 10% and BRKT is down slightly. Like CEGE, one could argue that the ISPD holdings represent a good part of the companies value.

My theory is that many of the day traders and momo players do very little research. Using conventional sources like s+p, Market Guide, Thompson's, Zaks etc. you would not know that either CEGE or BRKT own hindreds of millions of dollars worth of excellent companies, and in CEGE's case, gained $200 million in cash recently.

I think patience will payoff. If either of you have some free capital, take a look at BRKT, now 28+ down from high 40s a few weeks ago.

Best,

Timoteo

Best
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