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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Andrew H who wrote (3765)12/21/1997 5:08:00 PM
From: CYBERKEN  Read Replies (1) of 9719
 
Been researching TPRO since last post. Exciting story for this company, as well as enthusiastic and well-informed thread. I've been looking back into tech stocks after recovering from a bad experience with CTSL early this year. If I take the plunge, TPRO and INTC look like good values to start with.

Regarding TPRO: I tend to be as wary of apocolyptic forcasts as you are of targets. However, I think that in solving the problem over the next 2 years, a lot of $$ will have to be spent on the "embedded" part of the problem. The addressing of this seems to be at an earlier stage than the re-coding. (I wonder how this was missed for so long?) TPRO seems to be positioned to get a decent chunk of that spending. Just as impressive is their resolve to use any Y2K profits to build on their longer term business plan. To me, that kind of talk is usually an indicator of knowledgable and ambitious management.

Thanks again.

P.S. Keeping you in wine in exchange for keeping me in profits sounds like a good deal-but I wouldn't want you to to become an abuser and blow your portfolio (:->). I sometimes find an occasional nugget myself and, FWIW, don't intend to keep it a secret. While it's certainly not a secret to anyone, I happen to think INTC has become pretty cheap.
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