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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (968)	6/17/1999 11:02:00 PM
From: LLCF	Respond to of 1073

<Points very well taken, but we're into minutia> Totally agree... just didn't know how serious we wanted to get about this return thing going forward... start going out several years and it all matters, in reality they're so far behind it doesn't matter unless they kick butt for a good long period. I will mention at this time that from what I can see ALL stocks that I'm in and that I see in bounce/drypowder/VD/etc. were definitely able to be purchased in good size at great prices. I'm sick of these managers talking about Roach Motels and all as they turn in to the Ritz Carlton in front of their eyes... suddenly it's worthy of attention because they can blow some "real" coin checking in? Pretty funny... [funny peculiar, not funny ha ha] DAK

To: scaram(o)uche who wrote (968)	6/17/1999 11:42:00 PM
From: John Metcalf	Read Replies (1) \| Respond to of 1073

Pardon this assertion of fact: Since last Labor Day, the AMEX Biotech index has roughly doubled. Emster could have followed the herd into glory. Instead, he screwed around, lost money, encouraged the incorrigible, and punished the innocent. HOWEVER: Going forward, $BTK is less likely to double again before the second and third biotechs do so. To stick with the first tier now is to posit a near future in which Amgen overtakes LLY or ABT; IMNX overtakes SGP. Someday.... Maybe. To have an 80% return in Total/Filth (is that right?) and still be holding appreciated future ten-baggers is the best of all possible worlds! Wow! P.S.: Sometimes I bluff my way into good restaurants with no money-:) And some day, I'll own them.