Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : son of T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: RWReeves who wrote (279)	11/18/1999 6:43:00 PM
From: biowa	Read Replies (1) \| Respond to of 673

RWR, Interesting list, all solid, except that I would suggest some serious number crunching on AMLN assuming VERY LITTLE type 2 diabetes sales for Symlin. Despite some of the wild-eyed suggestions over on the Yahoo board, this is not going to penetrate well in that market. biowa

To: RWReeves who wrote (279)	11/18/1999 7:17:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 673

Some good suggestions, and I'll probably choose from the currently unloved, even though "neuro" is already heavy in SNAP. Actually, "neuro" still has 2.9K in cash, so maybe I'll put a little smidge of NPSP in there, now that they bought Allelix....... techstocks.com >> Have you considered adding a biotech mutual fund for a managed internal comparison as well as a bushel basket of 1st and 2nd tiers? << Add one share of a mutual fund? Not a bad idea, but I don't think that the SI program recognized mutual funds back when I was setting the creatures up. Basket of bigger caps?...... it would have to be in a separate portfolio. I'm not going to go back and get historical data for 4/1. If you want to do such, that would be great. In any event, the portfolio is up, with only modest management, 95.6% in 7.5 months. Internal benchmarks aren't really necessary, unless we spill out to a dot com index........ techstocks.com For those who are interested in before and after pics, it's time for the "befores" (both portfolios). As usual, purchases will be at real-time "ask", and commissions will be Brown and Co. The older portfolios, "T/FIF", "bounce" and "margin pain", are still open for public scrutiny. They're mostly cash and completed untended, but they're still there. CRGN actually hit a 3.5X bagger today.