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

To: tuck who wrote (239)	12/13/2000 12:56:44 PM
From: tuck	Read Replies (1) \| Respond to of 1784

Well, as for performance, Trickle may have gotten lucky with CRL. The company insiders still can't sell for another week, and they say they can't understand the dip on which I bought and reiterated that they'd beat estimates. This display of confidence earned them an upgrade yesterday from an outfit known as PMG. biz.yahoo.com The mouse roars? Trickle up 10% on this already, with the market looking wobbly because we had George W. priced in already. This will be interesting to watch as lock-up expiration approaches and passes; secondary nibble target remains $15. Even in this environment of impending doom, a few companies will grow earnings and give return. This might be one of them. If so, we could see it power through lock-up expiration like Intermune, for example, has. Another that investors have fixed on seems to be WAT, which has been steadily making new highs. How long can it go on? If permabear talk of near recessionary deceleration proves correct, trickle will suffer for a while as the NAZ goes to 1800 (a number many permabears seem to think will be the bottom), but the reward would be using the last of its hoarded cash to buy SIAL, WAT, IVGN, and ABI really cheap. Are any category killers missing from my wish list that Trickle doesn't own? Happy Biotech Shopping, Tuck PS: Anybody know what's moving GNSL? They've made a few announcements, but nothing earth-shattering. Maybe just triple witching effect; it is an optionable stock.