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

To: scaram(o)uche who wrote (25)	10/31/2000 5:18:10 PM
From: nigel bates	Read Replies (1) \| Respond to of 1784

Not exactly cheap on revenues of $5m in the last quarter, and a $300m plus cap, but at least the right bits are growing - biz.yahoo.com Whatever happened to protecting the downside, though ? (edit) on that score, PBSC look pretty good to me ... (probable) excellent short term revenue growth, & huge potential a few years ahead. nig

To: scaram(o)uche who wrote (25)	10/31/2000 5:34:32 PM
From: keokalani'nui	Read Replies (1) \| Respond to of 1784

I don't spend as much time in this area as I would like, but I have modest positions in CALP, BCOR and IVGN. IVGN is a lock to be in your portfolio, and you might consider a nibble soon since there seems to be unending interest in owning it. BCOR and GNSL have at the moment so many similar financial metrics (market cap, sales, products that sell for over $200k with long sales cycles) that I couldn't see having one without the other, though I prefer BCOR for the diversity of its revenues and its history of GAAP earnings. Quiagen...love it but can't support it on a valuation analysis. Of course those were my words said of msft and csco in the 80s. And of course, I said that about Quiagen 10 months ago and have watched it double. I know this adds nothing novel to this thread and I will try to come up with some overlooked, unexploited ideas. But, at the moment I have to go tell a white lie and then carve a couple pumpkins. --Wilder