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

To: tom pope who wrote (330)	1/5/2001 10:44:54 AM
From: tuck	Read Replies (1) \| Respond to of 1784

tom, Thanks. Was away most of yesterday and saw the aftermarket time stamp on the article. ABI is not having a good day, but it's not cratering, either. Incidentally, it hit my initial initial nibble target of $70. Rethinking the next nibble target. Maybe $55 - $60. IVGN and WAT could still hit my $55 targets at this rate, too. Shoulda stuck to my guns on ABI and IVGN. But if I'm that wrong about their bottoms, Trickle still has some cash. Meanwhile, a little Trickle news: biz.yahoo.com This is actually about PBSC. The companies are ending their collaboration. Not a huge deal. Turns out the mysterious AlphaScreener (one about to be purchased by one of the labs I have visited) is theirs. January effect in the Trickle portfolio has the high flying big caps taking a breather. The new % leader appears to little Argonaut. Cheers, Tuck

To: tom pope who wrote (330)	1/5/2001 3:06:29 PM
From: tuck	Read Replies (1) \| Respond to of 1784

tom, Pretty noticeable delayed reaction, eh? A Fool thinks this will eventually end in licensing: biz.yahoo.com Again, ABI likely to get the short end here, requiring a hit to earnings sometime. Thus all the earnings growth ratios go out the window. I imagine ABI has some foreign exposure, and we saw that whack TECH for a few cents shortfall. I think it will get worse for ABI, and am lowering my secondary nibble target to $50. On the positive side, monetary damages should be limited. Conversely, the clearing up of this issue makes the upcoming APBiotech IPO look a lot more promising. Cheers, Tuck