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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Pseudo Biologist who wrote (7620)	2/27/2000 9:23:00 AM
From: Vector1	Read Replies (2) \| Respond to of 9719

PB. IF things keeps going the way they have been I am definitely going to get to a net cash position. However, I am thinking of adding one name. Interesting but somewhat simlistic piece on the future of biotech in the lastest edition of Forbes. Should be good enough to keep the rally going for another month. The author predicts 1/3 of the US GNP will be spent on healthcare by 2040. Most of the increase will be therapies that emerge from the genomic revolution. That makes biotech (including genomics and proteomics) bigger that the internet. For those who do not think there is substance behind the biotech rally let me repeat; bigger than the internet. BIGGER THAN THE INTERNET. BIGGER THAN THE INTERNET. BIGGER THAN THE INTERNET. BIGGER THAN THE INTERNET. BIGGER THAN THE INTERNET. BIGGER THAN THE INTERNET. BIGGER THAN THE INTERNET. BIGGER THAN THE INTERNET. BIGGER THAN THE INTERNET. V1