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Biotech / Medical : Trickle Portfolio

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To: tom pope who wrote (330)1/5/2001 10:44:54 AM
From: tuck  Read Replies (1) of 1784
 
tom,

Thanks. Was away most of yesterday and saw the aftermarket time stamp on the article. ABI is not having a good day, but it's not cratering, either. Incidentally, it hit my initial initial nibble target of $70. Rethinking the next nibble target. Maybe $55 - $60. IVGN and WAT could still hit my $55 targets at this rate, too. Shoulda stuck to my guns on ABI and IVGN. But if I'm that wrong about their bottoms, Trickle still has some cash.

Meanwhile, a little Trickle news:

biz.yahoo.com

This is actually about PBSC. The companies are ending their collaboration. Not a huge deal. Turns out the mysterious AlphaScreener (one about to be purchased by one of the labs I have visited) is theirs.

January effect in the Trickle portfolio has the high flying big caps taking a breather. The new % leader appears to little Argonaut.

Cheers, Tuck
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