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

To: BRAVEHEART who wrote (352)	4/17/2000 5:47:00 PM
From: tuck	Respond to of 423

Jeffrey, I seem to remember calling 3200, myself. NAZ bounced off of that three times today. Methinks margin calls are in the last round, for folks who nibbled too much too early. I'm guilty of a little of that myself. However, fresh funds should show up in the account tomorrow, funds that I left on the sidelines in case this happened. And there's more where they came from, but I'd rather not tap that, and don't expect to. I think the big cap stocks that are earning money will recover the fastest. Also still like banks for diversity. Sold WM at 28 (cost basis ~23 from 3 months ago), and may look to buy another one, as banks have retreated, too. So I'm looking at LU, WCOM, SUNW, BMET, BCHE, NWL, TSG, things like that. Finally some reasonable looking semiconductor stocks. ALSC, CNXT, SUPX, FLEX. Some interesting special situations. I believe VPHM has fallen below its cash value. Several Paramount/Aries picks have retreated to about the levels that they paid for 'em. And I doubt they were able to unload everything during the spike, though we'll know soon. So far it looks like their opting out of the ENZN follow-on was their only success in bailing before the crash. Some biotechs with blockbuster products approved also look attractive, a la QLTI. ABSC looks good in the 20s and low 30s. With the possible exception of KERA and UROG (now below Paramount's last buying price), I don't expect to do any chasing after conversion rallies in rat dog microcaps for a while. Such P&Ds aren't going to work that well now, IMO. I recently applied my premium insider info feed to look for significant insider buying and came up with various things. Mostly, NWL, FULL -- old economy stocks and banks. But also VESC, IMPT, and VCIC, little rat dogs that have shown interesting action the last few days. Still testing the uses of the info. Done with taxes, so maybe now I'll see if I can get the hang of Clearstation and be more up to speed there. Can't say I survived this sell off well, but I've survived. I suspect the pressure is off of the labor market, what with all these day traders suddenly in need of real jobs ;O} Stay in touch. Cheers, Tuck

To: BRAVEHEART who wrote (352)	4/18/2000 10:26:00 AM
From: tuck	Respond to of 423

Jeffrey, Check out KERA today. Our buying op? siliconinvestor.com Cheers, Tuck

To: BRAVEHEART who wrote (352)	6/1/2000 1:50:00 PM
From: tuck	Read Replies (2) \| Respond to of 423

Hiya, Jeffrey, I guess I'd better make my case for FLEX quickly. They just announced a mega deal with MOT, but lost some the spike with today's downward drift. I think it was traders flipping. I expect an uptrend as a substantial chunk was also position traders entering, i.e. stronger hands remain at the end of the day. Any legs to the rally and this is one of the leaders. It was already sporting a reasonable PEG ratio for a semiconductor company, and it's in a hot market. FLEX has strong biz momentum. The chart pattern viewed over several months exhibits what "Street Smarts" calls a Wolfe Wave. Not going to violate their copyright; suffice to say it's very bullish here, as are some other aspects of the chart. If the pattern plays out, FLEX could bust highs by the end of the summer. The deal bumps annual revs something like 60% if my knee jerk math is correct. Anyhow, here's some links. Y'all do your DD, but I suggest wrapping it up pretty quick while this thing forms a flag. I know some folks are short and have bailed on the news, so I'll be curious to hear the club's take on this one. biz.yahoo.com biz.yahoo.com clearstation.com Cheers, Tuck Long via sold June 60 puts