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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (7357)	12/23/1999 1:11:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Rick, I am going to sell a number of stocks before year end in the tax deferred accounts. I am considering taking more profits in the model. If I was managing the portfolio professionally I would buy puts to hedge tax selling in Jan.But then again the model does not pay taxes. If there are major pullbacks in MLMN and AFFX we could have a buying opportunity. I am still sore that I sold MLMN too quickly. I didn't see the momentum coming to the genomics companies with such power. The interesting thing is that although these companies will not make money for a while they will continue to dominate the news. I am looking forward to HQ. IT should be quite a positive atmosphere this year. We need to figure our a place to go in San Fran. I agree Burgers, Fries and Beer. V1