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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (8834)6/22/2001 3:01:50 AM
From: tuck  Read Replies (1) of 9719
 
V1,

FWIW, I believe there is a little market overlap between AFFX and CALP, but not much, as you note. In general, CALP addresses more applications, and very differently. They are both cheap, IMO, but I like CALP's prospects a little better. QGENF's, too, and they are likely to hold up better near term.

Your strategy of averaging in to AFFX is appropriate, IMO. They will indeed recover eventually.

PS: How about a short pick? You know anything about IPIC's current science/market chances? Because everything else makes it look very shortable:

Message 15980357

Cheers, Tuck
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