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

To: satish kamat who wrote (7970)	5/23/2000 5:08:00 PM
From: scott_jiminez	Respond to of 9719

[OT} I'm afraid you've misread the meaning of this month's slight drop in the btb. In effect, there was no slowing whatsoever indicated by the number. And the earnings forecasts remain valid as well. Rather than presenting your opinion about the industry, why not read the posts of 'bonderbill' on the Yahoo KLIC thread. BB is deeply immersed in the business and could enlighten you on the real message behind the numbers. You should begin with the posts he has made over the last 36 hours. Bonderbill, who frequently travels to SEA and Europe as part of his business in the industry, feels the cycle is about half over, if that. If you care to continue this exchange, please post on the KLIC thread. Apologies to Vector, Cytokine, and the crew for this intrusion.