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Biotech / Medical : Trickle Portfolio

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To: Biotech Jim who wrote (184)	12/1/2000 6:29:32 AM
From: tuck	Read Replies (1) of 1784

I've repeatedly seen CRL mentioned, and in spite of my ethical misgivings (waiting for Xenogen) I can't help noticing it looks technically interesting: siliconinvestor.com Further, it has been crushing estimates biz.yahoo.com And says it's going to keep doing so: biz.yahoo.com I see from this PR it went public in June, so we're likely seeing some early lock-up related weakness: ipolockup.com Trickle will set a nibble target of 20. Should Xenogen go public and look buyable and viable, CRL position will be pared. But that could take a good while, maybe a year. At least this is a company the portfolio manager can understand. Cheers, Tuck

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