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Biotech / Medical : Trickle Portfolio
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To: tuck who wrote (568)4/26/2001 10:01:47 PM
From: Spekulatius  Read Replies (1) of 1784
 
The AFFX revenue warning was the second high profile company (after ABI) in the trickle sector to reduce outlook. I think the economic downturn is finally starting to hit the sector. Especially the companies selling very high ticket items are likely to feel the pinch soon. Any suggestions for short positions to offset risk?
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