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Biotech / Medical : Biosource International

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To: Joe Dancy who wrote (569)	10/23/1998 10:02:00 AM
From: Joe Dancy	Read Replies (2) of 696

Earnings will be out next Wednesday. I plan on listening to the call and will post a summary. I went back and looked at my portfolio again this weekend and find it hard to believe that companies like this are selling where they are. I'd like to own this company if someone would lend me a few million - the market cap is now $25 million - a true micro cap. BIOI remains one of my most attractive companies based on projections - I added to my position at this price yesterday, if nothing else I'll sell the higher priced ($6) shares (that are undervalued at that price) at the end of the year for a tax loss. Here's my take on BIOI and some others: members.aol.com and my take on small caps as a whole: techstocks.com and a recent article on the undervaluations: members.aol.com I continue to like this company, for better or worse. Then again, I've been wrong before. If the market has difficulties the lack of liquidity will hurt us - but the Fed is starting to loosen the monetary belt. Best - Joe

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