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Biotech / Medical : Trickle Portfolio

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To: tommysdad who wrote (34)	11/10/2000 1:06:29 PM
From: tuck	Read Replies (1) of 1784

tommysdad, One of your ideas reported today: siliconinvestor.com These guys have for two quarters missed the estimates given by the one analyst that has followed them (for a whole two quarters, apparently, not the best time to start). Chart indicates TRGA near probable bottom. The report didn't seem to move it much, indicating the miss is priced in. siliconinvestor.com Worth a nibble here, toops? Also, here is a list of targets as of now, implying they will be bought if the Trickle Portfolio manager sees the ask hit the target: ABSC 45 EBIO 7 INCY 33 MDCC 55 NBSC 6 PBSC 13 PCOP 25 QTRN 13 WAT 55 Help in adjusting targets welcome, as is help in trickle taxonomy, wrt to major categories and players therein. Cheers, Tuck

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