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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Mark Bong who wrote (7716)	3/14/2000 10:01:00 PM
From: Harold Engstrom	Read Replies (2) \| Respond to of 9719

Mark, just bought a bit at the end of the day! Wouldn't ordinarily mention Genzyme here because it is old school and not prone to exploding for 400% like most of the portfolio. I like it because its fundementals are pretty solid: it is making $2+/sh, has a good balance sheet, owns about $700MM in equity in other companies (mostly its spin-offs), has a market cap of $3.9B has an OK pipeline, and has felt pretty comfortable projecting 20%+ growth for the forseeable future. Boring, but boring in a good way. Will be around on Thursday, give me a call.