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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (517)	6/30/1999 12:03:00 PM
From: Mike McFarland	Respond to of 613

You've beat me pretty handily...I don't know what the exact numbers are...but I will do a little end of contest wrap up: _________________________ My picks were ARIA ARIAW BTRN CNSI CTIC CTII NTII SIBI TGEN After a quick spike on the EPO Science paper, Ariad resumed it's steady, toxic, slide. It is trading at historic lows. The warrants have behaved similarly...and can be had now for as cheap as 5/64. One cannot make a very good case for owning ariaw...although they have been extended to the end of this year--they are far out of the money--$8-something. I wish I'd never discovered them, but you never know, the folks at Ariad could save me from myself;-) BTRN has about doubled, sadly I did not capture a great deal of the gain in my real-world port, I started to think Ariads anti-GvH system was so great that I basically swapped btrn for it, ouch! CNSI is up about 25% for the year, I've seen no news regarding rhGGF2...one must have a very long time horizon to own this, but with Bayer financing the program, it's cheap and relatively safe. CTIC started the year around $3, spiked to $5 toward the end of May, and then got creamed when Lisofylline for Acute Lung Injury was halted. Smallcapsonline is doing coverage on this one (these folks also like Ariad and Valentis, a third one I own as well. It's a little strange that I owned all three before these guys announced buys on them...I hope we all are right, maybe it will just take a few years). CTII has been another stinker, the Astra pain trial ended, targets not met etc etc. Hopefully the neural stem cell or pancreatic stem cell program will save me long term...but I'm in the hole 40% on my original shares. I did grab my wife a handful at 5/8ths which she will hold through the summer for a quick turnaround on apparent stem cell papers coming out by CTI. I've not tried to confirm that. NTII old news, looking forward to fall, not too happy about the placement, they should just get a loan from Merz...but it is a great signal that confidence is up at NTI. SIBI, I've reestablished a half position in this, will buy a second half on a dip to the 3-4 range, if one occurs, choppy thin trading this year. TGEN had a nice run, possibly off a nice front page layout on the Seattletimes business section...I grabbed a nice trade, then watched it return to it's support at 1 1/2. Don't own it right now, seems risky due to low cash. So...those were my picks...I don't know what the exact performance would have been...maybe down 25% or so. In the real world I'm treading water with a smattering of good trades. I also own some gold stocks and MAGN in my real account, lately that has been good for me. Good luck to all, it was kinda fun. Although I post a lot of messages because I enjoy the interaction--I am not taking stocks as seriously as I did a few months ago. In fact, my wife said she would only allow one more subscription for me;-) I kinda wanted biotechnav...but decided to get Nature: Spend less time with the stocks, and more time reading...