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Biotech / Medical : The thread of life -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (90)	3/6/2001 12:04:04 AM
From: Mike McFarland	Read Replies (4) \| Respond to of 1336

For all the chit chat, well, to be honest--noise, that I generate on SI...I don't actually change my opinions and my core biotech holdings very often. In fact, of this batch of biotechs that I owned over a year ago... Message 12610694 I still hold Axys, Cadus, cnsi...now CeNeS, the major stinker of late--Genset (you already know about that disaster) Synaptic and Tgen. And I own some new things. But the question now, is why would I do that to myself? Why hold on to all that old dead meat...why don't I pile in to those companies which made off with piles of cash in the real land-grab? Stubborness, delusion, we know it is not inspiration. Maybe I am naive, heh! Well, my portfolio for the new contest siliconinvestor.com ...off eleven percent...no, add five grand for the missing CeNeS quote...but you get the idea. Worse, the SI February contest had me mark down a portfolio that lost something like 45% for last month. Brilliant Mike. siliconinvestor.com (SI's flawed contest makes it especially bad by weighting Genset higher than the others) Well...needless to say, frustrating. So maybe I'll daytrade the living daylights out of, well, absc and incy may be good traders. Maybe a person could hold something like ORCH overnight and wake up with a gift. Hyseq, Luminex, and Lynx all perked up these past few days I see. To tell you the truth, I don't screen constantly for biotechs which are moving. I just don't have the time to do anything more than spew a post or two a day. I type faster than I think, perfect. But thanks for popping in, hardly anybody says hello anymore. I guess folks figure with the one year old, I'm a blithering idiot lately. And that is true, quack!