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

To: keokalani'nui who wrote (193)	12/4/2000 1:36:04 PM
From: tuck	Respond to of 1784

TrickleMavens, From a Sept. release on SIAL, whose stuff tommysdad says is "too easy" to buy: siliconinvestor.com Anybody familiar with this analyst? SIAL is already near his price target. I'm thinking it's considered a "safe" election play because it is not directly affected by regulatory pricing pressures per presidential politics as pharmas could be. Once the uncertainty ends, I could see some of this money taking profits and moving on. At this point -- or after a climax sell off, whichever comes first --Trickle will look to nibble. If an analyst calls it a category killer and it's clearly a pure play, Trickle must somehow come to own it, right? Cheers, Tuck

To: keokalani'nui who wrote (193)	12/11/2000 1:26:42 PM
From: tuck	Read Replies (1) \| Respond to of 1784

Wilder, Do you or any other fans follow RSTA? They are a trickle candidate in the same dept. as INCY. Can't figure out why they are getting beaten up every time they announce a win. Putting it into the watch list. Lock-up expiration is a month and a half away; could it be that fear that's driving it down? The overhang isn't that bad. CRL and GNSL also seem to be solid companies going south on good news, apparently due to lock-up issues. Guess the VC are seeing good opportunities elsewhere these days. Well, I take advantage of their liquidation. Trickle will buy another 100 CRL @ 15. RSTA goes into the watch list untargeted pending comments. In real life, fishing for GNSL, but it keeps drifting above my entry target. Looks like I timed my bottom fishing of MDCC and BDAL pretty well, at least. Cheers, Tuck