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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?


To: dalroi who wrote (28)3/4/2000 11:48:00 AM
From: scaram(o)uche  Respond to of 2243
 
Stefaan:

>> i m realy not in the same league as.... <<

Doesn't seem that way to me.

Again, once that BS filter is in place, a variety of contributors can contribute to above-average gains. And, as we've seen, some of our contributors who had the sense to set aside the filter and say "bring it on, I'm ready" have outperformed the "experts".

Let's just keep the process alive..... it's going to get tougher. MZ's got a gutty approach to parlaying the irrational "ordering" of MCs in the sector, and you're bringing us a rotation strategy.

What does this mean to me? It means that we'll stay, conceptually, one step ahead.

Let's put it this way..... and, apologies again, I'm pulling some names out of obvious candidates and leaving some SUPERIOR performers off the list...... imagine what "current status" would be if MZ, biowa, PB, V1, Peter and Jim S. had started a mutual fund two years ago. They would be household names, known to every rookie and veteran investor on earth.

Thanks, all!

Rick



To: dalroi who wrote (28)3/4/2000 2:37:00 PM
From: RWReeves  Read Replies (1) | Respond to of 2243
 
Stefaan

Have you looked at NAM.L? About to disgorge Amersham again. Amersham has some nice therapeutic programs buried under a bunch of low margin Nycomed business.

I think you mentioned CLL before. Their immunotherapeutic pipeline looks like the best in the business at the moment.

RWR