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Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (4)	10/31/2000 12:06:37 AM
From: tuck	Read Replies (1) \| Respond to of 1784

Rick, >>PBSC? Price:sales is 2.8, and lotsa discovery. Disclaimer.... don't own it. MDCC? Rich, but should be a lock for trickle business. Disclaimer..... don't own it.<< Adding those two to the watch list. Next task is to pick targets for some of these. You think PBSC is particularly compelling, near term? They have introduced some new products and they seem to be executing. siliconinvestor.com Looks to be near a bottom. Yet seems a little rich, P/E-wise. Which means low margins, perhaps. yahoo.marketguide.com Also, it just came out of lock-up on the 16th of this month: ipolockup.com I would be a buyer under $10. Comments? Speaking of disclaimers, I own NZYM and my Mom owns that and NBSC, both on my reco. Cheers, Tuck