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Biotech / Medical : momo-T/FIF

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From: scaram(o)uche	1/6/2006 12:55:45 PM
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There's going to be a huge dump into news Monday morning. But my guess is that the summer rally means that we've got entirely new dynamics in a recognized growth sector.... that a breadth of deep pockets is searching the third tier for leverage. Since 9/11, the "sell H&Q" drive has been strong. But my guess is that Monday's news will have a rational impact instead of what has become the usual...... that it will drive interest and swamp those who are still mired in seasonal plays. But I'd also guess that we're going to see even more violent moves from non-story to story stocks, no mercy.

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