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

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To: Vector1 who wrote (9320)	7/20/2002 4:16:27 AM
From: Rocketman	of 9719

Vector, I'm definitely in favor of diversifying the portfolio greatly. The margins aren't all evil, they sure helped us go up faster and hit that $2M equity point we were at. However, once things started coming down, we should have closed out the margin quickly rather than riding it down. Actually, we should have sold it all and stuffed it in a matress, or dug a hole and buried it - instead of letting the market dig the hole and bury us. Met a guy at a biotech networking event last night who after talking for a while, recognized some phrase and some of my background and asked me if I was Rocketman. Turns out he's been a lurker for years. Crack me up. Later my friend... Rman

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