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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (8519)	1/6/2001 9:46:05 PM
From: Harold Engstrom	Read Replies (1) \| Respond to of 9719

V1, That is a good list. Also, agree that the sector may not have hit bottom. I remember '97 the sector didn't budge much, and then it soared. That we had an ongoing bull market didn't matter. In 98 we saw selective appreciation and in 99 and 00 we saw wholesale appreciation and some insanity. I think that buying and holding your list will pay dividends over the long haul. Only INCY still eludes me. You and Peter have explained it to me, and I've read the INCY thread: I understand the logic, but their business strategy still seems ethereal to me. I still wish I'd owned the stock for a few months late last year and early this year! H