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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?


To: Scott H. Davis who wrote (1651)8/28/1999 10:16:00 PM
From: HeyRainier  Read Replies (1) | Respond to of 1720
 
Thanks Scott.

In our conversation a few months ago with William O'Neil's son-in-law, he mentioned how they (O'Neil's firm) had become attracted to biotech as the "next play" in substitute of the internet market. They basically exited from their internet position near the peak of the market (what do you expect from a technician like O'Neil?). It looks like his second call is bearing some fruit.

Rainier

PS. No need to run around for EMC for me. I appreciate it though. We've got some portfolio managers here who are fairly conversant with the subject, and the institutional research we have access to is also a good resource I can tap.