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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: Thomas M. who wrote (1280)	1/31/2000 12:02:00 PM
From: scaram(o)uche	Respond to of 4974

Thanks! Wonder if we'll hear....... "you have to short stocks in this sector" or "biotech stocks go down in the summer" In the old days, he blamed the sector for his lousy performance. We conclusively showed that it was due to his lousy stock picking, not the sector. Now that he's performing very well, I hope that he's a sector champion and that he stays that way. In any event, it's good, for the sector, to see his portfolio doing so well. I agree that shorting crud in the sector is wise. Why he picked Agouron is beyond me. If I were him, I'd be buying neuro.