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Biotech / Medical : T/FIF Portfolio

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To: Jim Oravetz who wrote (812)	4/20/1999 1:09:00 PM
From: scaram(o)uche	Read Replies (1) of 1073

>> "If someone is sitting in small-cap names for years, saying that the market has been stupid and he's been smart -- that's not a legitimate view." << Damn, I've been exposed! - g - If I hadn't turned to trading with a small portion of my portfolio, I'd have been out of business long ago. >> Even heat from the fund's board of directors wouldn't budge von Emster << But, from his own recent statements, we must assume that he did finally budge. Thus far, the timing seems in-line with past performance. But, it's still early to draw that conclusion. Nonetheless, I have little regard for his style.

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