To: scott_jiminez who wrote (1065 ) 3/3/2000 6:09:00 PM From: Mike McFarland Read Replies (1) | Respond to of 4474
<Certainly 'lame' could be ascribed to the behavior of some of those choices> We are all pretty lame in our comments from time to time. Remember, although biotech has been wildly profitable for many of us--this exercise of posting messages is mainly just a bizzare new form of social interaction. The strange thing, is that flying from thread to thread, and website to website, is a lot like clicking with your teevee remote--it is like Teevee for folks who are only a notch smarter than the group watching "who wants to be a millionaire". Embedded within the noise (and I am as guilty as sin for generating noise) there are a few subtle signals. I call these signals which sometimes lead to good biotech stocks "the force", just to be silly and snag a few smiles. Just to cover my ass a bit--not all of this stock picking is tricky. Any dope could have logged on to SI a year ago and begain researching biotechs. If he avoided the micros (I happen to enjoy dabbling in the micros) but instead looked for a little higher quality, he'd have put himself into MLNM, SEPR, VRTX, GILD, NBIX, GLGC and a number of other great choices. There is a core group of competent biotech fellas here on SI, I don't often follow them into stock picks--but I'd have done well if I had more often. IMHO, Gliatech, GLIA is the latest stock where a good part of the work has been done for you here on SI. Only a few hours of additional DD are required after reading the SI thread (that takes a day however), then and looking at the Yahoo thread for a read on the short/long debate. GLIA is my number two holding right now at a whopping 20% of my portfolio. If I was just a little smarter than I am, I'd have bought those a year ago and held them--and I would not be sour grapes for having dabbled with the microcap stocks. Wait a minute, what am I talking about, my account is up 2700% since the October stop loss. I am feeling fine! If I occasionally make a few folks uncomforatable when I go a little mental at 2am, so what. I do apologize however. all IMHO! Mike.twocents.biotech.jedi