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Biotech / Medical : Biotech for less than a buck. -- Ignore unavailable to you. Want to Upgrade?

To: RWReeves who wrote (282)	12/24/1999 8:35:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 743

Of the stocks I follow, only about a quarter of the names in that list--the position in CNSI seems rather small...I myself am spread out between ~ten stocks, ten grand a piece on average, including cnsi (--except for a double+ position on aria). I would want to ask somebody who is very familiar with cnsi, that if the stroke program is finally done with--then what is the prospect for the company bases solely on GGF2--I did see Neuro's post, that was a positive for me, but others may not see cnsi as a buy with just the GGF2/bayer program. I could imagine they advance that program, and then bayer takes them out for just a few bucks a share--and that may not be enough of a reward to justify being in cnsi for the next couple years. My own take on this, is that cnsi is the perfect stock to garner news and take off in flight on any interesting headlines generated from ggf2- a query at recap shows exciting possibilities for that, and although it is extremely early, a stock is really never too early for some profitable hype if the indications are the ones that make headlines. That is the sort of action that wont make a fund manager any money, but we daytraders can do 10k shares on news related pops that only last a couple days. That is sort of the same reason for why I bought Cortex --a potential newsmaker stock that will also pay okay if they simply get an ampakine parter (maybe 3x). That one happens to be my smallest position...but only because I bought it after only an hour of "DD". I need to do a hundred hours of DD before I get obsessed with a critter like Ariad <g> Of the stocks on your list which you know that i do not follow at all, which do you happen to like the most at the moment RWR? I need to be looking beyond the symbols that I am familiar with.

To: RWReeves who wrote (282)	12/26/1999 10:41:00 PM
From: LLCF	Read Replies (1) \| Respond to of 743

<Up 65% in 90 days (9/28-12/25).> Nice!!! I see you 'double dipped' on ARIA when it came back in... me too I really bulked up at 1 3/16. Hard to believe it got that low again, that was stupid. I'm afraid that gift is over, just hanging on now. Unfortunately this 'small crap' portfolio really is crappy: techstocks.com Looking for some stemcell hype....... It does look like the no brain 'TAX SELL' may reach it's goal of 100% in 2 months however: techstocks.com DAK

To: RWReeves who wrote (282)	12/27/1999 11:50:00 AM
From: RWReeves	Read Replies (1) \| Respond to of 743

Will be adding Applied Imaging to the portfolio (AICX). Not even a thread here on SI on these guys; the chart looks like a swan dive. I think they have some decent technology in diagnostic imaging. They need to get finances fixed up but IMO are worth more than the current price. Compare them to Chromavision for example (CRVN). I notice the A&P hounds are baying at that one at the moment <g>. Anyone who knows AICX and wants to found an SI thread I would encourage to do so. I hate to add them to the portfolio AND put a thread up- looks like pumping which it ABSOLUTELY ain't. As said before many times, do your own through DD and invest in the micro-caps only when you feel pretty confident that you know what you are doing and why. For the time being you can look at the news releases- they are coming pretty regular now that they have new management. Have a few other issues I am planning to add to Small Wonders if the cursory look comes out OK. Probably will sell off some of the gainers and re-invest in new stuff. Suggestions, criticism and rants always welcome. Well, not so much the rants, unless they are 1. entertaining and 2. have some redeeming social value. And please no Laurel and Hardy routines- SEC prosecutes this kind of thing you know. Think about it. Happy Holidays and New Year/Century/Millenium celebrations to all!!! RWR