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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (320)	1/3/2001 10:30:20 AM
From: tuck	of 1784

Well, folks, TECH is getting whacked on a warning. It's being blamed on exchange rates, and management seems to think it is temporary, as they are not changing guidance or the quarter beyond. On the theiry that management here is more competent than that of say, NBSC, Trickle will look to double down on this hiccup. It was only three cents off, not huge. siliconinvestor.com Wondering if ABI, WAT, and QGENF are down in sympathy, particularly the latter. Already back in the 30s as I write. I haven't seen QGENF stay below 30 for long. The exchange rate problem is already less of a problem. Cheers, Tuck

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