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Biotech / Medical : Trickle Portfolio
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To: tuck who wrote (51)11/2/2000 2:50:25 PM
From: Dr. Voodoo   of 1784
 
Hi Tuck,

Great thread.

I can't believe I've been so busy I didn't see this trickle thing happening before my eyes. For awhile I thought Waters was going down the tubes.

I'd like to add BDAL and VARI to the portfolio mostly because I like big ticket items. Also, big bucks getting poured into MS systems for drug discovery, see ISIP, and agouron who munched alanex(?) plus others.

V
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