FPA Medical Management - FPAMQ Message Board

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Biotech / Medical : FPA Medical Management - FPAMQ

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To: Vanni Resta who wrote (748)	6/18/1998 8:48:00 PM
From: tom pope	Read Replies (1) of 1110

OT - Yes I still have VTS - I dont trade it. Given the carnage in the sector, it's done remarkably well. Did CREAF finally get done in by the threat of integrating the sound card on the mother board? That's one of the uncertainties (the main one being the terrible price action) that drove me away. Or was it just falling behind the technological power curve? You're right. The DD people are almost to a man/woman well intentioned and very smart people. Stitch, Sam, Lawrence Kam, a whole bunch of others. But it's still a lousy sector. There's money to be made there, but not yet. Unfortunately I lost a bunch believing that APM really had an MR game plan and that DLT would be QNTM's salvation. It's a tough game. No, not game, discipline. Tom

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