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

To: tuck who wrote (292)	12/30/2000 12:53:46 AM
From: tuck	Read Replies (2) \| Respond to of 1784

Fellow TrickleMavens, Fun to note Trickle's performance versus the NAZ. Not a fair comparison, really, as I got to average in, instead of buying all at once on Nov. 6th. NAZ was well above 3000, so it's down a good 20% while Trickle is down only 1.5% with the best part of biotech seasonality ahead of it. And Trickle is ready with some cash if the big Slam occurs first. Thanks to all for your help! As threatened, I will periodically tinker with the subject message and trickle taxonomy. Trickle is mostly done with its buying orgy. It has shot from the hip on occasion because from a contrarian viewpoint, it seems the time is right, shallow research be darned. I will keep learning about all the holdings, posting some relevant news, articles, and cool links. Part of the thread's raison d'etre is to be an educational resource. Everybody, please keep talking! About the taxonomy, the companies, the products. Coming soon, comments from my first foray into a biotech lab. Cheers, Tuck

To: tuck who wrote (292)	1/3/2001 8:25:42 PM
From: Dr. Voodoo	Read Replies (2) \| Respond to of 1784

Hi Tuck, Hope you guys are having a happy new year. AG may have made my month today. Have bought a few things from Synthetec in the past. They have a few amino acids I couldn't find anywhere else and if I recall they also show up on ACD<----best way to find building blocks. They have been in business a while and some of what they have is unique. Definitely tricklish from the small amount point of view. TD mentioned Array. I think their optimer idea is more what I had in mind. It looks more like a concoction of commercially available stuff, which is sort of a downer(kind of big, monofunctional), but definitely a good start. More what I was thinking is something like: frontiersci.com monomerchem.com <----use to sell premade stuff but now does contract work. Specifically, relatively small building blocks or multifunctional building blocks that look like they might be hard to make/purify. Tough buisness model, but I think Array might be able to crack into it if they snapped up/offered from some other vendors. BWDIK? V