SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation
CRSP 56.68-2.4%Dec 12 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: greedsgd_2000 who wrote (1861)10/22/2000 9:29:43 AM
From: sam  Read Replies (3) of 52153
 
I agree with the basic premise of your post -- disagreement with Fool article that biotechs are ripe for meltdown. There obviously will be a lot of give and take in the industry. Already has been. HGSI is hovering near its all-time high. But many are not. Incy, for example, had been over 100...and just recently got as low as 27 or so. Comparing INCY, CRA, MLNM to DRKoop is just plain silly. That said, I strongly disagree with this:

"I subscribe to Gilder and follow him closeley but
these optics companies are generally probably riper than biotechs for a collapse. The
real deals on optics were last fall or summer of 1999 - not this summer."

Fiber optic companies, unlike most internet and some biotechs, are profitable NOW, growing revenues at wildly high rates, and there is no slowdown for several years to come -- at least. Instead of looking for the next meltdown, I think investors should be more concerned with finding the next high growth business. But maybe that's just me... <VBG>
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News