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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE
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To: LLCF who wrote (248)1/25/1999 12:10:00 PM
From: RCMac  Read Replies (1) of 613
 
David,

In your portfolio you include >>ISIP . . . and last and least AXPH.<< As you respond to TD's query about why you chose these various stocks, I would appreciate your commenting on (1) why you say "last and least" about AXPH, and (2) since this is a contest for short-term performance (bottles of non-Texan wine to be awarded to winners at 6/30 and 12/31/99), why you think ISIP and AXPH have short-term promise.

To be clear, I like both of these and own both, and even have AXPH on my list for this contest, see Message 7048550 , but I'm not satisfied that we can expect much from ISIP and AXPH in the near term, or at least very much compared to their long-term prospects. (Maybe a pop in ISIP on good Crohn's news, but not a lot more?)

-- RCM
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