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

To: scaram(o)uche who wrote (1456)	2/23/2000 2:13:00 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 4974

[ market commentary ] It's now a cinch. The window is going to stay open for a bit, or reopen soon if an external event whomps the markets overall. Given this, valuations are way out of whack. They are so out of whack, we need to think in entirely new ways. We need to think of wild stuff.... MLNM and AMGN, merge as equals..... CRA purchases GENZ..... BGEN consolidates Boston..... etc. Underwriters have been raking money into the sector, driving it in by truckloads, and sneaking it out the bottom of the internet piggy bank. So, we've transitioned from "stock-picker's heaven" to "shooting fish in barrel" and now back to "stock-picker's heaven". It doesn't get any better than this.