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

To: scaram(o)uche who wrote (8321)	10/12/2000 10:54:37 AM
From: Mike McFarland	Respond to of 9719

I've dropped my cash level a notch, down ten percent over the past few days to around 45%--but obviously thrilled that I had the sense to raise cash before all this. Incyte too is near the top of my shopping list. I did lock myself out of a third of my resources and tied it up in a certificate of deposit so I can't shoot myself too many times in the foot--so far Nasdaq seems to have a floor around 3100 again...and ^BTK is holding up better than I'd have guessed--no earnings warnings of course! FWIW, I am telling myself each time I buy something that I cannot sell it now. Mainly reestablishing positions in things I follow and like. When I grow up, I want to be just like the model portfolio.