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

To: scaram(o)uche who wrote (1395)	2/17/2000 6:57:00 PM
From: paul ta	Read Replies (2) \| Respond to of 4974

To Rick, vector1, texasdude, cheryl, mike, PeterS, biowa, miljenko, DAK, Biotech Jim, WTDC, and even, bless us, Cibcop on another board, and many others that I have not gotten to know as well. I am a lurker. I have done what study i could and listened to you all and have made my own decisions and become wealthy beyond any reasonable expectation. And all the while I have read SI Biotech you have been elegantly polite and competitively friendly, professional, and above all truthful not only about the stocks but about your own emotions. This last has been very important, because my emotions traditionally interfere with my decisions, and your openness has helped me much. There is nothing easier than to promise giving money to a charity at some indefinite time in the future. But i owe. I don't want to pull money out now, but when things slow down and we have had a correction or two, then I will pull out 10%. I owe 10% of my gains to charity--I'm not a christian, but i like the spirit of tithing. And 5% of that is yours to designate. I will be back and ask you for your designation. A true community. Thank you.

To: scaram(o)uche who wrote (1395)	2/18/2000 1:46:00 AM
From: Torben Noerup Nielsen	Respond to of 4974

Rick, >Enemies of this company are the meanest SOBs I've ever >seen. They distort, they lie, they cheat. That's become abundantly clear. I did read some of the history on the threads; enough to know that I really do not care about the rest. You've provided most of the leads to the actual facts and Gliatech has been kind enough to provide me with all the papers I want. I'm not sure I care too much about the attacks any longer. I find some of it outright funny. Anyone who can read and do a bit of arithmetic should not be taken in by the garbage and if they are, they're really better off investing in long bonds.... Let the shorts call in all the favors they want. All I really care about are earnings and progress. On March 1, we'll have some answers to the former and we'll have the conference call. At least that'll be largely factual information. Let's see how that goes. I doubt the earnings are going to be all that good. But that's alright; GLIA has already been spanked in anticipation of that. >I'm worn out. Worn out or not, you've been a fountain of information. I wonder what you're like in real life; you're extremely generous with information, but somewhat ``temperamental" as well. It's hard to find the right words; my inadequate command of English is simply not up to the task..... >Hero status to anyone who leads the charge! Leading isn't much fun. All we really need is a few people with cool heads to take apart the fabrications that occasionally come out. Facts tend to sweep away the garbage. None of it holds up to closer examination by even a reasonably educated layperson. For those of you who cannot stand the hear, go elsewhere. But if you're interested in the facts, look up a few of Rick's posts and follow the links. Ask Gliatech for a copy of the Neurological Research supplement and read at least the economics articles. Also read the Prudential report. While you're at it, keep a piece of paper and a pen handy. Do some doodling and play with the numbers. Compare Prudential's actual statements to their numbers. At first I read the Prudential report expecting that I would finally find a completely honest analysis. This was partly based on Cheryl Galt's comments about Prudential usually being on target. But I had to conclude that this one has been ``slanted" a bit. If you like medical supplies companies, buy it for that. The valuation is easy to justify. On the other hand, if you like biotechnology companies, buy it for that. The valuation is about as easy to justify. Whichever half you like, bear in mind that you're getting the other half in the bargain. Again, this is just my opinion. To satisfy truth in advertising, I must point out that a psychologist measured my IQ at no better than 95 so you really shouldn't take me too seriously! Besides, I'm having to do all of my research in what is to me a foreign language :-) And I'm not even a Biologist; I'm a Computer Scientist so what do I know. Life Sciences is merely a hobby of mine. But evaluating Gliatech doesn't require a lot of specific science background. The ability to read critically is sufficient. After all, Rick has been good enough to supply all the facts. Oh well, I added to my modest position today and I was quite happy to see the close. Yup, it was a modest gain for a biotech company, but I have upwards of 20K shares so it did make a difference in my portfolio valuation. For what it's worth, I'm expecting a smooth ride to $40 if we clear $25. That's where I'm guessing that the shorts will be forced to start throwing in the towel. The fun part is that it just takes one of them to start the fun.... By the way, note the large position held by the State of Wisconsin Investment Board. My guess is that they have their shares in a cash account so you might as well take them out of the float too. I could be wrong, but life insurance companies and pension funds generally don't use margin due to various rules and regulations.

To: scaram(o)uche who wrote (1395)	2/18/2000 1:46:00 AM
From: Torben Noerup Nielsen	Respond to of 4974

Rick, >Enemies of this company are the meanest SOBs I've ever >seen. They distort, they lie, they cheat. That's become abundantly clear. I did read some of the history on the threads; enough to know that I really do not care about the rest. You've provided most of the leads to the actual facts and Gliatech has been kind enough to provide me with all the papers I want. I'm not sure I care too much about the attacks any longer. I find some of it outright funny. Anyone who can read and do a bit of arithmetic should not be taken in by the garbage and if they are, they're really better off investing in long bonds.... Let the shorts call in all the favors they want. All I really care about are earnings and progress. On March 1, we'll have some answers to the former and we'll have the conference call. At least that'll be largely factual information. Let's see how that goes. I doubt the earnings are going to be all that good. But that's alright; GLIA has already been spanked in anticipation of that. >I'm worn out. Worn out or not, you've been a fountain of information. I wonder what you're like in real life; you're extremely generous with information, but somewhat ``temperamental" as well. It's hard to find the right words; my inadequate command of English is simply not up to the task..... >Hero status to anyone who leads the charge! Leading isn't much fun. All we really need is a few people with cool heads to take apart the fabrications that occasionally come out. Facts tend to sweep away the garbage. None of it holds up to closer examination by even a reasonably educated layperson. For those of you who cannot stand the hear, go elsewhere. But if you're interested in the facts, look up a few of Rick's posts and follow the links. Ask Gliatech for a copy of the Neurological Research supplement and read at least the economics articles. Also read the Prudential report. While you're at it, keep a piece of paper and a pen handy. Do some doodling and play with the numbers. Compare Prudential's actual statements to their numbers. At first I read the Prudential report expecting that I would finally find a completely honest analysis. This was partly based on Cheryl Galt's comments about Prudential usually being on target. But I had to conclude that this one has been ``slanted" a bit. If you like medical supplies companies, buy it for that. The valuation is easy to justify. On the other hand, if you like biotechnology companies, buy it for that. The valuation is about as easy to justify. Whichever half you like, bear in mind that you're getting the other half in the bargain. Again, this is just my opinion. To satisfy truth in advertising, I must point out that a psychologist measured my IQ at no better than 95 so you really shouldn't take me too seriously! Besides, I'm having to do all of my research in what is to me a foreign language :-) And I'm not even a Biologist; I'm a Computer Scientist so what do I know. Life Sciences is merely a hobby of mine. But evaluating Gliatech doesn't require a lot of specific science background. The ability to read critically is sufficient. After all, Rick has been good enough to supply all the facts. Oh well, I added to my modest position today and I was quite happy to see the close. Yup, it was a modest gain for a biotech company, but I have upwards of 20K shares so it did make a difference in my portfolio valuation. For what it's worth, I'm expecting a smooth ride to $40 if we clear $25. That's where I'm guessing that the shorts will be forced to start throwing in the towel. The fun part is that it just takes one of them to start the fun.... By the way, note the large position held by the State of Wisconsin Investment Board. My guess is that they have their shares in a cash account so you might as well take them out of the float too. I could be wrong, but life insurance companies and pension funds generally don't use margin due to various rules and regulations.