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

To: Thomas M. who wrote (1479)	2/28/2000 3:01:00 PM
From: Thomas M.	Respond to of 4974

Kurt Von Emster interview (callers were fairly stupid): picks: MOGN, BSTE, INHL (his perennial favorite, biggest position), CORR, likes small-mid caps, shying away from AMGN types reason for the rally: Internet investor $$$ coming into the sector who see all the potential genomes: likes Curagen and CRA more than HGSI (bought some more CRA last week) He isn't short anything right now, because "a rising tide lifts all boats". In other words, he's a momentum player. Too chicken to short at current high valuations (and seems to like every stock in the sector), but was shorting at the bottom in '98.