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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Vector1 who wrote (8050)	7/5/2000 9:02:34 AM
From: scott_jiminez	Read Replies (1) of 9719

Vector... No disrespect, of course, but your statements and opinions about Incyte of late are beginning to detract from the historical objectivity of this thread. I could replace 'INCY' with 'ARIA' or 'KLIC' (or numerous other companies) - and so could thousands of other investors with their pet investments - and feel perfectly justified in doing so. I could provide countless reasons why it would be completely appropriate to view both ARIA and KLIC as valued in a echelon of disrespect, how their products/research are leaders in their respective fields, and why their managements will assuredly guide revenues to incredibly lofty levels. Everyone feels their company is dissed and most have profuse commendations of management. Read: stockholder. To repeat my earlier comment, this is, to some degree, a son-of-Incyte thread and it's becoming more apparent that your view of this company does not undergo the same high level of objective analysis that you apply to every other stock in your portfolio.

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