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

To: tuck who wrote (61)	11/4/2000 4:10:38 PM
From: scaram(o)uche	Respond to of 1784

>> Traditional to assume an opening kitty of $100,000, isn't it? << That's what I do. The SI portfolio manager is so lame that it's just easiest that way. When you sell something, the basis can't be kept at original value (profit adds to basis). I therefore start with the round figure so that I don't need to keep track. >> 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? << I'd really appreciate anyone's and everyone's feedback here. I think that, given that the patent has now issued in U.S. and Europe, the risk of not owning the company is high....... that virtually any event re. an equity transfer for DGI will lead to 2-3X. Company is driving me nuts. This Sam Eichenbaum (CFO) is a real case.