Biotechnology Value Fund, L.P. Message Board

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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: nigel bates who wrote (2078)	11/2/2000 4:28:29 PM
From: scaram(o)uche	Read Replies (1) of 4974

Monster day. Been maxed out on margin over the past week or so. Backed off to about 20% cash by the close today. Didn't sell a single share of some solid issues, good (IMO) downside protection, and didn't exit 100% from anything that I discuss here at SI. Wasn't selling across the board. Not sure that I'm on my way to an increased cash position. May just redeploy into stuff that hasn't moved. May stick head in sand and play volleyball for a week. Valuations are spread out all over, in a completely irrational fashion. Stock-picker heaven, but the risks ass'd with picking poorly are very high.

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