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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (345)	1/8/2001 10:21:44 AM
From: tuck	Read Replies (1) of 1784

QGENF getting whacked today. I think a possible warning must be getting priced in, or that psychology is changing (thanks to the Cramers of the world) in such a way that investors want lower P/Es. It certainly isn't this: siliconinvestor.com A perfectly harmless piece of news. Trickle has a couple of stocks now below their secondary or tertiary nibble targets. However, Trickle will wait. Several high-flyers Trickle has been lusting after are approaching nibble targets, and it would rather own those at lower cost than the impatient first buys of these companies: IVGN, ABI, & WAT (currently not owned). Targets for all of these is $55. Cheers, Tuck

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