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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (84087)	10/11/2000 11:18:36 AM
From: accountclosed	Read Replies (1) \| Respond to of 132070

Message 14556021

To: Knighty Tin who wrote (84087)	10/11/2000 11:44:36 AM
From: ild	Read Replies (1) \| Respond to of 132070

MB, BR is again over $40. Does it make sense to sell covered calls on it? Do you think it may keep going up? Do you still think that OPEC will start cheating and oil would go back to $10 a barrel? What stocks do you like in oil business? Thanx, ild

To: Knighty Tin who wrote (84087)	10/11/2000 9:28:56 PM
From: Spekulatius	Respond to of 132070

Incyte is my favorite.I actually bought my first third today when it went to less than 31$. 1/3 of the current valuation of about 2B$ is actually covered by underlying cash. Most major pharma companies have subscribed to their database for years and even though they are tight-lipped about the results,it can be expected that a significant part of their pipeline is based genomics data from Incyte and sooner or later they will see royalty $ from that. The current explosion of knowledge in genomics seems to give them many new business opportunities. This could be a real gorilla in the making,in any case with its a much better bet than the CRA hype machine. I think this may be one of the best and safest bets in the biotech cosmos. DRMD is back to a tad more than 5$ today.I have been sceptical about this one but revenues are taking off. The generics drug should work fine for those people who can't afford the high tech stuff.