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To: Robert Rose who wrote (96284)	3/13/2000 3:48:00 PM
From: dbblg	Respond to of 164684

Buying back YHOO (finally!). I'm guessing that it will do well as managers fleeing the PGs of the world look for tech that seems safe...Also added some BFRE. Planning on holding both for the medium term. re: biotechs FWIW, Mike Milken's keynote speech at his institute's conference last week was on biotech. He didn't say anything terribly new in the speech, but it did inspire some interesting conversations at lunch and afterward. I'll try and synthesize/summarize and post if I have time tonight.