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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (324)	7/30/1999 5:04:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

KvE is making no negative noises of late, that I've caught. He's no longer in demand for CNBC, but..... given his recent benign statements, I wouldn't mind him giving it another shot. Just so he doesn't bad mouth the sector. "Bounce" ends its eleventh month, as shown, up 120.2%. Again, for newbies, the intent of "bounce" was to pick the minds of 1998's best biotech investors (Jim S., Vector1 and Peter S.) and to assemble a diversified portfolio of largely second-tier companies. Several other biofreaks at SI also contributed ideas..... there are many here that make greater contributions than they realize. Some third-tier suckers were added at appropriate times, and occasional trades were made........... exchange2000.com "T/FIF" completed 52 weeks of life, up 37.9%. Clearly, microcaps were not the place to be. However, we succeeded at picking discounted and respected science and avoided all of the year's major disappointments...... exchange2000.com "Margin-pain", "dry-powder" and "neuro" are cranking right along.

To: LLCF who wrote (324)	7/30/1999 8:14:00 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 52153

the day that was....... MLNM 62 1/2 +6 3/4 63 56 7/16 23319 +12.1% GILD 77 1/2 +9 3/16 77 5/8 66 38874 +13.4% FBIOX 48.92 +1.33 +2.7% FBDIX 28.75 +1.10 +3.9% BTK 250.49 +9.96 250.49 240.53 +4.1% DJIA 10,655.15 -136.14 10,825.80 10,647.86 -1.2% IXBT 572.78 +18.12 572.86 558.95 +3.2% Note that KvE not only has stopped knocking the sector, he's also started to occasionally outperform...... not outperform us, of course, but today he did beat Fidelity and IXBT. Perhaps he's stopped shorting good companies? Wonder what he'd say about seasonality. Go Kurt! :-)