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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Rob Fritz who wrote (73969)	1/18/2000 6:13:00 PM
From: Knighty Tin	Respond to of 132070

Rob, My valuation model says to drop a third here. I can't begin to know your investment situation, but that is what I have done. I knew Proteon many moons ago, but haven't looked at it for so long that I couldn't make a call. I kind of like BioTech General here. The bad news about inventories are out of the bag, the stock has dropped 28%, and any day now they could announce a new distribution agreement. It is a biotech co. that actually makes money and can use that cash flow to pursue research on other drugs without coming to the marketplace hat in hand. I know it sounds silly for a stock selling at 65 times eps, but I think BTCG is a value stock.