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

To: Dan Gibbs who wrote (300)10/20/1999 1:55:00 PM
From: tuck  Read Replies (1) | Respond to of 372
 
Dan,

Many thanks for filling me in on the new expansion. One reason I have stuck with NZYM is that they address the small molecule market, too. It's the wave of the future, and if they were going to invest in technology that wouldn't ride it, I wouldn't be here. I was wondering if you cared to offer more specific examples (i.e. which drug?), but I suppose that is pointless speculation, so never mind.

Still confident we're near a bottom here. If we go into the threes I will buy more. If we go to the fives I'll write calls. If NZYM just sits here, I'm gonna be a little frustrated.

Cheers, Tuck



To: Dan Gibbs who wrote (300)11/5/1999 2:04:00 PM
From: tuck  Read Replies (1) | Respond to of 372
 
Dan,

Allow me to return the favor in a small way. Emailed Charlie Williams about the earnings release. He would get no more specific than next week. Also, EarningsWhispers.com's whisper number is $.10. They're probably just guessing, though. Clearly, we are on track for a better year than forecast at Yahoo!, unless the next two Qs turn out to be real disappointments.

Liking my stake at 4 5/16.

Cheers, Tuck


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