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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: John Metcalf who wrote (670)	2/20/2000 4:39:00 PM
From: dalroi	Respond to of 52153

John Indeed secto rotation should begin any moment now . A lot off people are either sitting on a lot of unrealised gains or they did already took some of the table. Where to invest the cash ? Genomics hot burning hot but so was broadband 1 year ago look at graphs of Q,, GBLX they all fell a lot BETWEEN50-70% this after a rally of 5 m so i suspect we still have 1-2m to go but i like to get out early finance.yahoo.com but as the rest of the graph shows i'll be back for more. anyway a possible rotation which i see other then Ricks en Miljenkos neuro (NBBIX and REGN if i'm correct) is in 1/ european biotech which is playing catch up now like Oxford glycoscience (nice INCY link), cambridge antibody and celltech 2/ firms like ELN QTRN FRX AZA IGEN CGPI remember GLGC went from 3-120 TGEN from 1-25 so NBIX from 4-40 and regn from 8-22 have still a hell of a lot to go (i know i shouldnt compare different sectors) BUT for the average belgian biotech investor Biotech is biotech cheers Stefaan