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Biotech / Medical : T/FIF, a New Plateau
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To: JF Quinnelly who wrote (154)6/8/2000 9:05:00 AM
From: scaram(o)uche  Read Replies (1) of 2243
 
JF:

Want to make this clear while there's still time before the open.

First..... you're welcome, thanks in return for the thanks.

Just to place perspective on the exchange.... stocks were all over the block yesterday. The pull back for some issues was just a bit of profit taking. One day does not a trend make. When Peter asked what the day indicated, I just pointed to what I saw from ONE LOUSY DAY. Furthermore, while I believe that small molecule companies, some, are among the most undervalued of biotechs, I also own (and am crazy about) some biologicals companies.

Wanted to comment..... I feel that there is a huge discrepancy between the MC of a CRA and (for example) a VPHM, and that the magnitude of the delta is not justified. But one day of market observation doesn't mean that my view is suddenly going to be shared by deep pockets.

I do well. Lots of SI biofreaks do, and I have a distinctly different style from some of those who have done better than me.

Cheers! Rick
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