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

To: scaram(o)uche who wrote (58)	11/4/2000 3:19:06 PM
From: tuck	Read Replies (2) \| Respond to of 1784

OK, The trickle portfolio manager will start slapping some names together. >>Why not just slap some names together and go?<< In terms of risk/reward, valuation, and interpretation of charts & rat entrails found in a dumpster behind IDEC (kidding about the latter), I like VARI, GNSL, BCOR, & MDS as the trickle portfolio's first nibbles now. So I will hunt these next week. Traditional to assume an opening kitty of $100,000, isn't it? MIL splitting into two next year. Trickle Portfolio awaits the deal with interest. Sales for their bio products grew a fairly lethargic 14%, while sales to semiconductor industry have quickly grown to a substantial portion. An expected downturn in capital spending in semiconductors versus an upturn in same in biotech could make for a reversal of these growth rates. For now, biotrickle only accounts for ~60% of revenue. DNEX may not have a big enough proportion of its cap in biotrickle to be a paradigmatic candidate. NBSC expected to report soon. Execution risk here. Trickle Portfolio will nibble if management demonstrates a pulse, i.e. is backlog selling or been canceled? Are they being secretive about DGI talks with partners? Or are there any? Also watching MDCC for a trip into the low 60s to buy, which could take a while longer. Ditto for ABSC in the 40s, and PCOP in low 20s. IVGN, QGENF, TECH priced for nose bleed perfection. SIAL in similar biz with anemic growth. Anybody know what the difference is here? It's nevertheless near recent highs and looking pricey for its prospects, IMO. What's a good value in the reagents biz? The Trickle Portfolio manager invites comment on all this, and suggestions for trickle sectors still in need of timely attention in light of the above picks. Cheers, Tuck (giving the tendons a deserved rest)