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

To: Torben Noerup Nielsen who wrote (8061)	7/5/2000 2:07:35 PM
From: scott_jiminez	Read Replies (3) \| Respond to of 9719

Torben - you'll note that I didn't characterize the performance as stagnant. In fact, quite the opposite. 'Stagnant' referred to the openness towards new ideas. And I'm not implying for moment that that inclusion or exclusion of ARIA or HDII or any other stock I track is the basis for this view (however, it IS a fact that Ariad is up well over 1000% since last fall which would easily make it the best performer in the portfolio during that time frame).