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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Rocketman who wrote (1206)	6/13/1997 10:52:00 PM
From: Vector1	of 9719

Both of us on vacation at the same time. Maybe we should coordinate. I will be active later tonight, got a lot of sleep last night. Very interesting discusion on Non Hodkins Lymphpoma. I will also handle the questions on IDXX, Coulter and Collagenix. Suffice to say that IDXX has now surprised analysts for the second time in 6 months. THese guys have a long memory and don't like getting burned. Vector, Lehman and Cowen have already downgraded. Moreover looking Drake's revised projections and the press release--ie slower sales and higher inventories makes me think the problem is more than a short term blip. The thing that pisses me off is that I saw this coming and didn't act. The stock has been slipping for the last 10 days and I just had a bad feeling. I think the model got out at the low. I was able to get execution at 11.5. With a cost in the high 9s I did ok I just feel bad I let the port down. V1

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