Deflation: Highly Likely? UNPH ADRX BGEN SBTK TDFX Article Message Board

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Non-Tech : Deflation: Highly Likely? UNPH ADRX BGEN SBTK TDFX Article

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To: Mark Johnson who wrote ()	12/5/1998 8:42:00 PM
From: scaram(o)uche	Read Replies (1) of 9

Sturza on ADRX? Why not have recruited SI's own Jim Silverman, who was recommending it at 17? You recently asked me to write a second article for your newsletter, this being the first........ techstocks.com I replied that I would do such if you would write a brief report, acknowledging good picks from the past. You insulted me by pointing out that MOGN was "only" up about 70% at the time, failing to hold the 420% spike. Yes, the 52 week high of $24 was a one-day wonder. However, by any measure, the investment has performed well. It is currently up 2.66X in 14 months, Mark. And the sector hasn't exactly sparkled during that 14 months. Your newsletter is increasingly turning to the old, rehashed ideas of other newsletter editors (Sturza, Johnson and Murphy, for examples) or of a multitude of fund managers and analysts (David Saks, Joe Dancy and Michael Murphy on biotech???). Why not maintain a quality level of contribution by acknowledging past contributions when they deserve recognition?? Do you want quality, or do you merely want to continue with drivel and filler (certain exceptions noted, such as the contributions by Michael Burke)? What is stopping you from acknowledging past contributions?

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