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Biotech / Medical : Clinical Research Organizations-CROs

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To: Paul Senior who wrote (33)	5/11/2001 1:58:19 AM
From: RWReeves	Read Replies (1) of 46

Here's an update on the CRO portfolio: siliconinvestor.com Started late 1999 and unmanaged most of the time <g>. Funny how tall-hog-at-the-trough QTRN has not done nearly as well as some of the others. QT made it to NYSE and all but then disappointed in the midst of a rise. I just bought back into KNDL a few days ago myself, this sector should continue to have good fundamentals. May still be a double left in here in the next 12 months. I like KNDL, PRXL and for specialty BITI. Disclosure: I've had positions in BITI for a long time nothing current in PRXL although have in the past, may in the future. RWR

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