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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (11957)	12/4/1999 11:32:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

I sat on the sidelines during the recent spate of biotech posts, and there seemed to be general thread interest. But based on my experience as a one time long term holder of onxx and pfe, they don't fit the model of the GG; more like a beach of SPs. I have deep personal interest in advances in cancer cures; I lost my best friend to brain cancer 20 years ago, and my personal physician and friend is suffering from the same malady now. But I'll reserve my own investment capital and discussion time on this thread for g&k's. uf

To: Jill who wrote (11957)	12/4/1999 11:33:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Jill, I suspect that I don't understand your comment/question. Even so, I'll give it my best shot. Mike, do you think he's equivocating because he's looking for the best deal (i.e. if the deal disappoints the street, stock gets slammed?) or that he's honestly backing off? I would be very distressed to hear the latter. I want Jacobs managing the company, not the Street. Yes, I realize that effectively communicating with the Street is part of the job, but not managing the Street. To that extent, I'm confident he is looking for the best deal, but not because of the Street's reaction -- because the best deal fosters the long-term health of the company. Ahem, these are the things that make options very risky. :) Ya never know what's gonna happen to the price of the stock in the short term even though the dynamics at play could at the same time help the price of the stock in the long term. --Mike Buckley