To: RWReeves who wrote (507 ) 3/22/2000 1:12:00 PM From: RWReeves Read Replies (1) | Respond to of 743
World isn't coming to an end? In that case, there are bargains to be had LTTB wise. GNLB has been beaten down more than necessary (what hasn't) and is a buy around 8 bucks. SCIO is still cheap given it's IP. KDUS, CNSI on sale, aisle 5. ARIA and ARIAW lit off like a rocket today- KDUS could have a similar rebound. Money is on KDUS in K vs. S. AICX off a bit, picked some up. VYSI geting un-cheap as we speak. MAGN already up 20%, TGEN still a good deal at this price. IMMU is out of our price range, but a good value relativly to say NERX which is a good value itself. TRUE LTAB: CIST does the deal with CLL. Always wanted to own Celltech but didn't want to pony up 4-5 grand for a round lot? Buy as much or little CIST as you like. 75 cents a share, just skip your egg McMuffin. See MM's post on the CIST thread for terms of the deal. Arbs may even want to look at CIST/CLL arbitrage... now there is something that would be interesting. I have not done the math to se if its do-able. But will. DCRNW oh nice move. Thankfully somebody watches the warrant differentials... OT Mike mentions TLRK suddenly cheap and I second that emotion. Cut some AMGN adrift to pay for my desires. Pipeline to die for. TTP fans should check it out. BTW VVUS got scalped (mixed metaphor) after the run-up last week. It was a good deal at 8 BEFORE the announcement and is still a good deal for patient investors. This one will eventually be driven by revenues, so I can wait. Last week's unexpected pop, Uh, rise was just.. I mean increase in price was just well, good ok? Hard to chose the right words without setting the LTAB crowd off. Could use a laugh I suppose. Anyway do the math, good deals out there. Buy and hold. Ignore momentum traders unless they run off with your prize catch...Oh yes, Death to all shorts. Yada Yada. (Obligatory chant of all GLIA holders) RWR (A happy ACLA IPO fan/long)