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Pastimes : The Mike Tyson Cookbook

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To: David S. who wrote (40)7/8/1997 1:43:00 AM
From: James Silverman   of 60
 
Actually I am not looking for someone to short biotechs exclusively, merely to hedge my 100% long on the market position with whatever they may feel is overvalued regardless of sector.
My portfolio is maybe 20% biotech, another 20% in the similar but different drug delivery field. Also own a slug of cheap, small banks and other nondrug holdings. If you arent inclined and my portfolio doesnt fit your bill that is fine.
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