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

To: LLCF who wrote (284)	12/27/1999 11:36:00 AM
From: RWReeves	Read Replies (1) \| Respond to of 743

Welcome back. Haven't seen your posts for a while. Been pretty good recently for LTAB and for many of the nth tiers in general. I'm getting best returns in the mid-caps on momentum but some of the small stuff has not done too shabby including ARIA. Up nicely again today, but about half to a third of what it is worth. The double dipping on ARIA was a technical call. I'd sold out at 2 and change when it got ahead of itself, bought even more when it dropped. Original Buy and hold strategy shows a bigger percentage gain but doesn't reflect the "amplification effect" of short term trading. I did something similar on IMMU but was wrong on it turning around. Just kept going without me and I bought back in higher but still it performed very well. Recently CYAN has been a good (and mostly lucky) position in the portfolio; it's up 400% I think in a month. Valuable Pond scum. Seems like the nth tiers are having a better time of it, although I am surprised there isn't more M&A. I would expect to see a sizable increase in this next year as companies realize they can buy assets cheap and leverage their own infrastructure. Stem Cells have been left out of the rally I think though. BTW I wanted to offer congrats on the performance of Blind Squirrel and Tax Sell. Nice performance. I think some of these model portfolios help to broaden the perspective on SI bt threads; a lot of very sharp investors but maybe just employing or considering one or very few strategies each; should at least be aware of the others to understand the market dynamic. Happy Holidays and Millenium celebrations. RWR