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Biotech / Medical : Neuroscience

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To: scott_jiminez who started this subject	11/20/2000 5:36:41 PM
From: scott_jiminez	Read Replies (2) of 278

Portfolios update It’s been an unbelievably devastating 2 months in the market since the ‘Hubris’ and ‘Pariah’ portfolios were launched (http://www.siliconinvestor.com/readmsg.aspx?msgid=14478195). In that post, I made the statement, ‘We'll check back on these from time to time. Let's give them 6 months before declaring victors (no changes allowed). My prediction is that Hubris - SEM will solidly surpass Hubris - BT with Pariah either far ahead or far behind both.’ ---------------------------- The rankings: Pariah -19.0% SEM -26.3% Biotech -37.6% Stock Extremes: SBC +12.7% PTX -81.8% (declared bankruptcy!, delisted from NYSE!!) ---------------------------- The portfolios: Pariah 1. SBC +12.7% 2. DXT -10.5% 3. HDIIW -12.5% 4. KLIC -24.1% 5. MXR -25.0% 6. PTX -81.8% SEM 1. TER -4.4% 2. AMKR -19.4% 3. LRCX -20.5% 4. KLIC -24.1% 5. NVLS -34.9% 6. AMAT -35.1% 7. KLAC -36.8% 8. ASML -38.9% Biotech 1. NBIX -20.1% 2. RGEN -23.3% 3. NBSC -37.1% 4. VRTX -41.0% 5. TTP -41.5% 6. BTRN -43.3% 7. SEPR -46.9% 8. MLNM -47.2%

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