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Strategies & Market Trends : 50% Gains Investing

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To: Mike McFarland who wrote (4806)	4/27/1999 7:01:00 AM
From: Dale Baker	Read Replies (1) of 118717

I'm afraid I don't know jack about biotech - just that I didn't have any, so I followed Anthony on IMCL and someone else on BINC. I really don't understand much of the science involved. I was a social science nerd who hasn't been in a lab since high school chemistry. At least with Internuts I can guess how well a product or service will work in an environment where I spend much of my day. Once my Internuts began to go ballistic, I just started rotating into anything which wasn't an Internut. Hence some financials, some retail and now some biotechs. I think I am mildly overloaded on the long side for now. I will still look at prospects like HIV and others, but I may start forcing myself to sell one stock before I buy a new one. Thirty longs is pushing what I consider a reasonable limit.

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