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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: McNabb Brothers who wrote (38594)	2/26/2000 11:39:00 AM
From: larry	Respond to of 74651

Hank, Only bio and BtoB. Sooner or later hot $$ will drop the former sector and probably go into wireless again. The bull market has come to the degree that only several dozen issues push the Nasdaq higher. And the momentum is focusing on even narrower number of issues. In the long run (3-5 years), I expect CRA to lose 70-80% of its current market cap unless, with god's help, they suddenly find some hot drugs. This is the biggest balloon after IOM. In the bio sector, I still love LYNX and as a scientist, I firmly believe that they have the best technology to truly revolutionarize drug industry (remember in most cases, genomic databases will be used in the very LAST step in drug screening). Their PR is probably the worst I have ever seen. Think about these headlines: "LYNX bead technology provides several magnitude order of screening scales over AFFX technology and tremendously higher accuracy"; "LYNX technology provides the most powerful way to screen SNPs in the world and you don't need to know a SINGLE gene sequence"; "LYNX technology provides the most accurate way to establish proteomics database"...... You don't need to understand what these really means, but their technology has the power that is more substantial than the combination of what AFFX, CRA, INCY can together offer. I am holding LYNX as my largest position and keep adding on any pullback. Also like UTHR who has a $600 target from Prudentials. Keep going up in a steady way. Also love MYGN. I guess that you can also hold CRA, AFFX, INCY as momentum play. Just remember to unload them faster than others.:) good luck, larry!