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

To: Biomaven who wrote (12)	10/31/2000 10:51:20 AM
From: tuck	Read Replies (1) \| Respond to of 1784

Peter, Thanks for expanding on the trickle down philosophy. I remember thinking about QTRN as the CRO of choice for the trickle portfolio and am adding it to the watch list. Do you have a better choice? I also like INCY and have sold puts recently. I take it you consider them and AFFX the top plays, in terms of value, in the bioinformatics and biochip businesses? Everybody, I expect the selling to be over soon, if it isn't already, so we need to put some targets on the ones in the watch list we feel are compelling near-term, and prepare to spend our $100K. Feel free to pore over the watch list and suggest buy targets for companies you know or have researched for the occasion. Our first buy will result in the attachment of an actual portfolio to the thread. In the meantime, the watch list link is in the original post. siliconinvestor.com Thanks all for the good start. Cheers, Tuck