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

To: Biotech Jim who wrote (184)12/1/2000 6:29:32 AM
From: tuck  Read Replies (1) | Respond to of 1784
 
I've repeatedly seen CRL mentioned, and in spite of my ethical misgivings (waiting for Xenogen) I can't help noticing it looks technically interesting:

siliconinvestor.com

Further, it has been crushing estimates

biz.yahoo.com

And says it's going to keep doing so:

biz.yahoo.com

I see from this PR it went public in June, so we're likely seeing some early lock-up related weakness:

ipolockup.com

Trickle will set a nibble target of 20. Should Xenogen go public and look buyable and viable, CRL position will be pared. But that could take a good while, maybe a year. At least this is a company the portfolio manager can understand.

Cheers, Tuck



To: Biotech Jim who wrote (184)12/3/2000 3:35:49 PM
From: tommysdad  Respond to of 1784
 
<<For 20 people, it does not seem fair that each of those get two BS or MS technicians! >>

Just to clarify, I actually consider technicians to be people, so my "lab of 20" was for 20 bench chemists regardless of title. (Usually, Ph.D.'s consume more equipment but actually produce less . . .)


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