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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (215)	12/21/1999 12:52:00 PM
From: Mike McFarland	Respond to of 2850

I hear you on Celgene, the one option trade I marked down this year and then didn't make--Celgene calls when that stock was in the teens. You can drive yourself nuts over the ones you missed, for me--I was pretty familiar with several of the genomics stocks that melted up these past couple months, and did not ride the wave, that is a real tough one to let go. Plus Neurocrine, a deer in headlights as that took off. But I cant complain, you double your money, you try again <g> Just being in biotech has been good enough for me. I certainly don't have any special insite on this stuff (just persistent) --in fact, much of the time my 'general cognitive ability' is impaired by a nasty rotating shift and the lack of sleep that causes in me. But with a little valium, and lot better DD--more methodical, maybe I'll do well again in 2000. I think biotech can still run quite a bit, especially some of the stuff that has been down awhile through the biotech slump of the mid 90's--the stuff that looks junky but actually has good science and sexy platforms. That is the working hypothesis...the biogurus here on SI have been extrememly patient and helpful on this. I don't think they would endorse all my current holdings, but I think there is probably a little overlap with stocks they like. Of course those fellas are smarter-- they don't as readily share their holdings, I just blather on about my darts whereever I can <g>. I have an oncology stock I'm pretty excited about, waiting for a letter back from investor relations in the next couple weeks. I'm accumulating it now anyway, hot sector and all that--aww, I was going to keep quiet, but it's been easy to accumulate, not moving--have a look for yourself--GZMO: Obviously the cege/genz deal has kept it from taking off while the genomics stock rally, but once that is resolved do take a look.