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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE

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To: Arthur Radley who wrote (135)1/16/1999 10:44:00 AM
From: Mike McFarland  Read Replies (2) of 613
 
current holdings of the MM micro biotech fund;-)
techstocks.com

I've removed the ariaw, because they skew the
performance--the price at the close of 1998 was
the bid, at 1/8th, so I get a bogus gain when
they flip up to the ask occasionally.

Anyway, I stuck in two other items, xoma and vrgn,
I own a little of each...and I removed gztc, which
I have not traded for awhile.

I post this not because I am trying to change my
picks for the purpose of the thread...I'm not
in it for the wine...I drink cheap burgundy,
really cheap, heh heh. I just wanted to have a
list which actually corresponds to my holdings,
at least the symbols and prices, if not the actual
number of shares.

I would also point out that my best gainer for
the year is ntii...however I've owned this for
awhile, and my actual basis is closer to a buck,
so I'm actually still quite a bit underwater with
that one--I wish I had bought it at $0.50!

Dude--hope you have made a full recovery and are
felling well!

--Mike
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