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

To: David Cathcart who wrote (7538)	2/4/2000 9:26:00 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 9719

David: >> You may very have underestimated MGI-114 >> I really don't appreciate people who show up in this thread and imply that I'm saying or have said something that I haven't. If you look through the thread and through other materials posted at SI, you'll find that I presented the rationale for an investment in MOGN more clearly than anyone else, and that I've maintained that stance. The fact is that it under performed during '99, and that investments elsewhere in SI portfolios were ripping. If Blitzer had kept his committment/promise two years ago, that would not have been the case. Simple, huh? I am glad to see the stock ripping. Nonetheless, I've correctly timed my weighting relative to MOGN in the past, and hope to do such in the future. This while maintaining an ongoing position in my personal portfolio as well as portfolios for T/FIF. Blitzer didn't deliver. Miljenko and I said that his stance at the time was silly, and we were correct. Two years of data under the bridge makes his failure to deliver a brilliant "policy". I'm glad for everyone involved, but don't give me this crap, please. Rick