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Biotech / Medical : Biotech Valuation

CRSP 56.45

-2.7%

Jan 8 3:59 PM EST

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To: zeta1961 who wrote (17089)	6/17/2005 9:49:28 AM
From: quidditch	Read Replies (1) of 52153

Zeta, <<I'm hearing from different sources that 2H05 will be the time when the repatriation dollars will be put to use..>> Anecdotal evidence to support the rumor: I was speaking to the Sr. Executive/Counsel for Int'l Tax at one of the Fortune 50 companies last weekend, and he told me its plan is to have the funds return in H2 '05. (He also confided that the repatriation is nothing but a corporate grab bag in the style to which the current administration is so smitten.) So, fwiw, quid PS Pistons came up big again, but I'm still not sure I trust that this has been a decisive change in flow. Game 5 will be huge.

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