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To: scaram(o)uche who started this subject	9/30/2000 7:15:05 PM
From: scaram(o)uche	Read Replies (1) of 53

for those interested, Cymedix is a subsidiary of Medix, now traded AMEX under the symbol MXR...... Message 14470248 Message 13196846 To: scott_jiminez who wrote (1099) From: scott_jiminez Tuesday, Mar 14, 2000 1:11 AM ET Reply # of 1277 FWIW, Scott's picks. I began listing my non-Ariad holdings here a while back and I'll update that now. I continue to believe that the biotech rally is far from over.I also believe: 1. The small-cap, medical device sector is about to experience the same sort of explosive rally as the biotechs did over the last six months. My new choice here is Univec, a manufacturer of single use syringes. 2. The B2B rally is also far from over [given a boost after the market closed on Monday by I2 Technologies' (ITWO) announcement of a proposed takeover of Aspect Development (ASDV)]. 3. The rally in the semi-equip. sector is also far from over and Kulicke and Soffa not only remains significantly undervalued, but its earnings for the upcoming quarter are likely to blow the estimates away (see my post on the K & S thread last evening). My current picks: Biotechnology: Ariad Pharmaceuticals (ARIA) Cambridge Neuroscience (CNSI) Medical devices: Hypertension Diagnostics (HDII) Compumed (CMPD) Univec (UNVC) Business-to-business software/internet: Medix Resources (MDIX) Semiconductor/equipment: Kulicke and Soffa Industries (KLIC)

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