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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Joan Osland Graffius who wrote (90023)3/3/2001 7:05:51 PM
From: Spekulatius  Read Replies (2) | Respond to of 132070
 
<< Do you have some favorites that are "cheap" >>
I do like the biotechs right now, because they have been beaten up,but yet their fundamentals are brighter then ever,IMHO:

In the genomics field, I like INCY and LEXG. Both have ample cash and are technology leaders. I also start to like the antibody mouse companies ABGX and MEDX at current prices but don't own them yet.
In the small cap area, I do like TELK (one of Rick Harmon picks), because of the tremendous leverage and their proprietary drug development technology.

I also sold almost half of my DRMD position and all of my VASO and PRCS stock but hope to get back in at lower prices.



To: Joan Osland Graffius who wrote (90023)3/3/2001 11:07:09 PM
From: hdl  Read Replies (2) | Respond to of 132070
 
amzn is cheap and may make a humongous deal with walmart.


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