To: marc ultra who wrote (10260 ) 12/5/1999 9:06:00 AM From: Mike McFarland Read Replies (4) | Respond to of 15132
Thanks fellas, I'll do a query for QQQ and see if anything comes up. Not sure if I have the time to diversify among sectors though, I feel compelled to know a reasonable amount about each of my companies, and there is no way I could do more than 5-10 at a time, and if I look at my list, I can't see any that I would give up to make room for something in another sector. You can kind of go around and around with this stuff, am I doing the right thing, will I get to my goal if I persist with this or that method. It is awfully tempting to change course midstream, but I am not there yet. Familiar with Isis...and I'll get to hear a presentation this next Saturday. I've had that one on my shopping list, thought I might bottomfish it if there was a setback with 2302, get past that and start a position for the next generation...what was the jargon, a new generation of backbone chemistries. There always seem to be setbacks and entry points. Of course, checking just now, looks like Isis has gone from 10 to 15 since I was paying any attention, maybe 2302 is going to be a success? No interest in Entremed, too many other plays on anti-angiogenesis...mine happen to be Magainin and Valentis, if you do a query on Valantis and endostatin something should come up. Let me check for you...Message 10101443 ...rats, that one is from me, so I guess doesn't give you a very good signal <g>. Looking back at that post, Celgene was the one, dang. Well, I'll be lurking in case you have any other thoughts on this skillful trading thing. It may just come down to bad thinking: You have a set of good stocks, but 20/20 hindsite says you should have been elsewhere...as you said, patience.