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

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To: Rocketman who wrote (4061)	2/11/1998 2:33:00 AM
From: Vector1	Read Replies (2) of 9719

<< He is one bright (and lazy) dude.>> I knew I would get you on that one. I actually wanted to pull it back after I hit the send button. I have great respect for the role you are playing in parenting your children. By the way it is great to have you back. I have been thinking of selling AFFX for a while. I still think long term they will do well as they wil won the high density chip market. However in the near and mid term other more flexible technologies will challlenge them. They will get a nice pop if and when they settle with INCY but I am detrermined to have room to add some great values to the portfolio. V1

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