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Gold/Mining/Energy : Gold Price Monitor

GDXJ 98.59

-2.8%

Nov 13 4:00 PM EST

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To: W PAUL who wrote (54280)	6/14/2000 10:05:00 AM
From: LLCF	Read Replies (1) of 116759

<I am ex Biotech - successfully got out after a fantastic 18 months but apart from a little INCY have hopelessly missed reentry. The Bear has taken me over but I would be sorry to say a permanent goodbye to my old Bio favourites.> I think you are correct in your thinking that what we were lucky enough to take advantage of will not happen again, that was ridiculous and many knew it. I'm sure there are great companies worth holding [VD's portfolio?] and I still hold small positions in INCY, MLNM, BTRN, and larger in CGPI, GLIA, CLTR, and will probably be involved long term but on a less active basis. One year ago +, biotechs were being given away at dirt cheap prices, some still are, but I believe there are other areas worth looking into at this point. Gold, and: Message 13318793 I have substantial positions in a bunch of these. DAK

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