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Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?


To: E. Graphs who wrote (1286)4/30/2000 11:05:00 PM
From: Duane L. Olson  Respond to of 4564
 
E! Oh my, that is an exciting biotech achievement... Thanks so much!! My understanding is that the top 100 biotech firms have 140 drugs in final stages. Should be an explosion of reports like the one you've found here coming up over the next few months. I've increased my mutual fund holdings in that arena, because it is nearly impossible to pick winners in this game. My exception is NERX, because they have already had such proven success in anti-cancer trials. So I have picked up a few shares again. But their profitability is still a couple of years away, and earnings are King right now. So perhaps "other" techs are the game to play for now, wouldn't you think?
tso



To: E. Graphs who wrote (1286)5/1/2000 1:14:00 AM
From: Duane L. Olson  Read Replies (1) | Respond to of 4564
 
E! Check this chart on a mutual fund: First Hand's Tech Leaders Fund.
siliconinvestor.com
Doesn't this chart seem to give a perfect picture of the "head and shoulders" that led into the drop, as well as current recovery?... Better than the "Naz" in some ways, imho..
tso



To: E. Graphs who wrote (1286)5/1/2000 1:19:00 AM
From: Duane L. Olson  Read Replies (2) | Respond to of 4564
 
E!. In comparison, a chart on a successful micro-cap shows only that the fund followed the leadership down -- and is well behind the leadership on the recovery -- imho:
siliconinvestor.com
Wonder if the biggest gains will continue to be in the big cap leaders, or will the smaller caps get back in the game as they did earlier?... will be interesting. And I'll keep bets on both.
tso