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

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To: tom pope who wrote (8083)7/7/2000 5:04:46 PM
From: Torben Noerup Nielsen  Read Replies (1) of 9719
 
Tom,

My apologies if it came across as hype; I own these and I obviously believe there is something behind the story.

I'm really not trying to get anyone else to buy my pet stocks; I just happen to think these are good plays.

Generally, I really like the VD portfolio. That said, I do think it is light in a few areas. But I also understand the resource constraints.

Thanks, Torben
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