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To: Dale Baker who wrote (12657)	12/4/1999 8:51:00 AM
From: Richard Tsang	Respond to of 118717

Always a pleasure to read your portfolio update, which reminds me to do some re-evaluation of my holdings. Mine is 118% YTD. Overlaps are: AOL, COMS, VRIO, MSGI, MGIC, WPNE, FFTI, BINC, CNCR, OPAY, SCOC, DSET My other holdings: (long term)- AGS, AXNT, BLSC, CHRZ, MVIS, MAKR, NETE, FNDT, EGAN, PYTL, ICO, HTCH, INVX, BLSW, SFE (short term/trading) MDCM, SWS, NETM, BOSC, INPH, DMIC, EGOV, SBEI, PTIX, BITS, FORM, HOOV, VSNT Leftovers from IPO's (50 = sold half at double or more and keeping 50 shares) - BFRE(50), JFAX, JNIC(50), JPTR(50), ISPD, DCCA, ESPS, QNTS(50), VOYN, ZANY, EDGR I have to thank the IPO's for providing additional cashflow. OTOH, I learned a big lesson by losing a big chunk on shorting the wrong stocks. Oh, well, I am learning! Agrrrrr Need to cut down next week and will look at the losers first. Rich

To: Dale Baker who wrote (12657)	12/4/1999 9:56:00 AM
From: Softechie	Read Replies (1) \| Respond to of 118717

I'm looking for shorts candidates for January and February 2000 play. You have any recommendations?

To: Dale Baker who wrote (12657)	12/4/1999 12:06:00 PM
From: Mike McFarland	Respond to of 118717

I think Genset is a cheap stock in a hot sector, and it might fit into the biotech portion of your portfolio very nicely. I expect it to rise 50% in the next few months. Disclaimer, I own 700 shares and my target is $20 next year. I found an article somebody posted which talks about genomics, it's a good one to read. Message 12184518 I was surprised to see Ariad mentioned in the article, that is my largest position, but not suited for your portfolio, too speculative, but great upside. A second suggestion for the biotech portion of your portfolio would be Valentis, VLTS. This player in the area of gene therapy was my entry into the next dartboard contest on the WSJ, I own 1500 shares and think the stock could be long term ten bagger, but would settle for $15 next year. The VLTS thread is pretty much just me right now, but I would love to see some newbies join me. Subject 27855