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

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To: CYBERKEN who wrote (8331)	10/13/2000 2:28:54 AM
From: scaram(o)uche	Read Replies (1) of 9719

Cyberken: >> I hope Rick is right about a market turn. << Not upset at your interpretation at all, but that's not what I was trying to say. I was trying to say that small caps with good pipelines should do well -- selected ones, with decent downside protection. I also still like "trickle down" to lab instruments and virtually to anything used in molecular biology labs. I don't expect a market turn. I don't expect anything with respect to the overall market. >> Stocks like those in the portfolio, IMO, don't need to be traded or timed so much as held for a longer horizon. << What, you mean that I would have done just as well if I'd not joined the frantic trading crowd, and just held MLNM? Uh........... <g> Good luck, all. Rick

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