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

To: tuck who wrote (489)	3/12/2001 3:44:47 PM
From: keokalani'nui	Read Replies (1) \| Respond to of 1784

Tuck: Noticing, albeit with dreadful slowness, that this market is being patient only with (and is certainly not even rewarding) near-term numbers, I ate my loss on CALP. And I am not touching another trickle story stock for a while. MDZ is the only one I am comfortable owning, and if it looks like contract proteomics is going to be fiercely competitive, then I'm out of that too. ABIO and WAT and QGEN, as much as I lust for them, are still too rich for me, and by the time they come down, frankly, I think I'll be broke again. Given what's happening I also raised money in bcor and ivgn, promising myself to redeploy on the therapeutics side immediately. Haven't done it yet, but I know I should, since there is--really--going to be a big up-day, and if you like me count on the long-term investment theory you better be in on those few days you have the great leaps forward. The breakdown of almost all the remaining upper- and mid- tier BT drug leaders tells me to be very alert. The last to fall and first to recover and all that. Tuck, it is gracious of you to ask, but know that I have not been terribly right recently--in fact now that I'm out of CALP I fully expect a $100m microfluidics order from MLNM. Have a marguerita for me, a double. --Wilder