Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : BIOTECH & TECHNOLOGY INVESTING *UNDERVALUED*{T/A F/A & V} -- Ignore unavailable to you. Want to Upgrade?

To: BRAVEHEART who wrote (333)	3/22/2000 2:57:00 AM
From: tuck	Respond to of 423

Good evening, Jeffrey, I recently bought a stock whose business I am only half aware of. I'm still trying to get the hang of Clearstation. The last thing I need right now is more useful sites. Thanks anyway, I know you mean well. I really need to look more at DRAX. I missed the good prices early today, so I still have all my DRAX shares. Yet I still have only a vague idea of what they're up to. Relying on your judgment for another day or two there. Post expiration positioning still going on, but other aspects of life are easing for a day or two. Lemme see if I can master Clearstation and do my UROG, M***, and DRAX research. I already know I want NGEN and ABSC, but am not sure what a reasonable price is yet. I'll watch list them, too. All have been correcting hard, but UROG is later in the cycle. NGEN and ABSC may have bottomed; methinks I will nibble a little of each. UROG probably has more to go, but its bottom may come in a few days. I think it has more near term potential than KERA, so even though the doo is deep over at EDGAR, I'll start systematically going through the filings until I get the picture. Most of the filings are noise related to registrations of common for every bit of preferred stock dividends they issue. Probably a score of those. I wonder if I can design a search to screen those out? Anywho (sic), I will update the watch list tomorrow. Is it working for you when I update it? I can't seem to view my own recommended list there, though I can view my watch list. Cheers, Tuck

To: BRAVEHEART who wrote (333)	3/22/2000 2:48:00 PM
From: tuck	Read Replies (4) \| Respond to of 423

Good Morning, Jeffrey, Wherever you are. If it isn't one thing, it's another. I've had to do a pile of fresh DD on a large current position. Got <4 hours sleep and had to keep at it today. Nevertheless, I managed to post my picks on the watch list. I don't have fresh research, but I do have a thought about our timing on these P & D plays. When we find companies witholding news as NEOP and LOR were, the bottom is probably in or coming in a few days. Check the charts on this, I don't remember the dates. We were too early in DSCM. We didn't see that kind of news withholding. The big DSCM blitz is coming next week. The timing of the news flows, not just the charts, must be considered when timing our entry. The clues to the news timing are in the low circulation trade journals and the filings. Feel free to expand my mind with other sources. BEST WISHES, TUCK