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Pastimes : son of T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (657)	2/26/2000 9:44:00 PM
From: LLCF	Read Replies (1) \| Respond to of 673

<We have to give 1999 to Miljenko, on the combined strength of analysis and performance.> I second! <"Blind Squirrel", but insufficient analysis to knock MZ out of sole possession of the honor.> Hey there.. well O.K. No, actually remember MZ and others on SI biotech were instrumental in BS's performance... very little of BS's content is original, although I like to think that I juiced performance with some instinct... ie. digging deep to the 'Lambert' picks of BVF thread and buying 10k Corvas when the fur started to fly added 100K to the performance, as did piling into no brainer GZMO at the same time.... the puts I've been buying to hedge a correction are also paying off nicely. In close I'd just like to say that BS is simply a trading portfolio of biotechs and not out to prove anything... It owes much of it's performance to the information provided here on SI as does my personal portfolio and gains which have pretty much mirrored blind squirrel albeit in more and some different names [QCOM, EDIG, PARS, CORR, CEPH, are positions I still have]. I would like to use my last post on son of T/FIF to thank all of you for being involved... especially the 1999 biotech investor of the year... still holding at least 2 of your picks! DAK

To: scaram(o)uche who wrote (657)	2/27/2000 1:24:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 673

Since Rick is closing off the thread, just wanted to pop in and thank everyone. I know that much of the time I sorta ended up doing my own thing, missed great calls in Celgene, Neurocrine, Incyte--but was happy to catch a decent sector ride despite myself. Who'd have thought that a lousy 40k in Ariad back in October could have the daylights churned out of it and grow into a respectable portfolio of just under a million in such a short time, just amazes me. I do apologize again for whining about selling Ariad far too soon, (let's not even talk about the warrants) but who cares, the money is pretty cool, but mainly it is fun just to be right now and then. Fun to be wrong and make money too of course <g>. Mike's Microcap Madness is just a fond memory now. I have spread out my risk a lot, nearly a quarter big pharma?! I may have to think about that some more. And a railroad? Well can't hurt me too much over time, and I can always raid that for cash if I need it. Thanks again all--see ya on the new thread, will try to pop in from time to time. I'd guess that the hour or two a day I spent with this hobby is going to be hard to find, maybe ten minutes a day now!