Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Knighty Tin who wrote (76087)	2/17/2000 2:06:00 PM
From: BSGrinder	Read Replies (1) \| Respond to of 132070

Michael, What about VASO? Are they less likely to get caught up in the bio craze? Thanks, /Kit

To: Knighty Tin who wrote (76087)	2/17/2000 2:16:00 PM
From: Cape Blanco	Read Replies (2) \| Respond to of 132070

Even pigs are flying these days.

To: Knighty Tin who wrote (76087)	2/17/2000 2:34:00 PM
From: Les H	Read Replies (1) \| Respond to of 132070

Is the biotechs the end of the line? Or do the benefits of cheap money to these companies accrue to anyone but the investors and the insiders? Notably, I was looking at medical research outsourcers, or CCROs, such as Covance (CVD), Kendle (KNDL), Quintiles (QTRN), Parexel (PRXL), and Albany Molecular (AMRI)? AMRI looks to be in the best position, both fundamentally and technically. As disclosure, don't currently own any of the above. On the other hand, from the memory of 1992, the cheap money can flow out just as quick.

To: Knighty Tin who wrote (76087)	2/17/2000 2:35:00 PM
From: Michael Bakunin	Read Replies (2) \| Respond to of 132070

Jeez, 450% in 5 years? What a piker. It would be remiss of me not to point out that several gene-related small-caps are up that much in the last few weeks. Punch up TGEN's chart for a laugh. I sold almost-but-not-quite out yesterday -- giving up a further 30% today. Oops. Still hold HQH, LGND calls, GZTR (sold half into today's 20%), retain a few specs (e.g., AXPH, CNSI) and a few thanks-for-the-memories round lots (TGEN, ARIA). Can you tell on which SI bio threads I've been lurking? Like you, I wouldn't buy share one of most of these things right now, but I think some are worth holding. It's been a lot of fun being on the right side of a mania for a change, that's certain. -g- Cf #reply-12901118 -mb

To: Knighty Tin who wrote (76087)	2/17/2000 4:35:00 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 132070

MB, Re: LGND. I followed you on this one and still have 2/3 position. Do you have any thoughts on its "fair value"..on the high side. <ggg> I am still holding a full position on GZTR..sounds like you think 2 times a full position could be interesting. <VBG> Thanks for you picks in this sector..you really had a good basket to pick from. Joan