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

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To: scaram(o)uche who wrote (6109)	12/9/1998 4:41:00 AM
From: Rocketman	Read Replies (2) of 9719

<<<<<<<<< To: +Vector1 (6071 ) From: +Rocketman Thursday, Dec 3 1998 10:46AM ET Reply # of 6109 V1, let's do a Harmon and buy up a bunch (5-10K shares) of BTRN too. I agree it is undervalued, at about 1/2 cash valuation, and since we have so much buy power, I'm not concerned about the non-marginability. Rman >>>>>>>>>> <<<<<<<< To: +Rocketman (6075 ) From: +Vector1 Thursday, Dec 3 1998 11:48AM ET Reply # of 6109 Not so fast, I have great respect for Rick but want to do my own DD first. The stock is not going anywhere over the next few days. I think biotechs are going to continue to have momentum through January. By the end of Jan we should be looking for short opps. V1 >>>>>>>>> Ya know, this is like one of the better things about being married, you get to blame your other half. My finger was on the trigger, my partner was studying the books. The train has left the station and left us both on the platform. Glad to see someone got on for the ride. Missed a quick kill on this one! Congrats on your great pick Rick!!! Rman

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