SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (3232)3/29/2001 4:15:11 PM
From: nigel bates  Respond to of 52153
 
Thanks, Peter. Best sector analysis I've seen for years (even if it's not the right sector <g>).

In April 2000, with the British auctions, when companies spent $35 billion just buying spectrum. Six weeks later they spent about $45 billion in Germany. Suddenly all these costs became a reality, and the bond market fell apart.

The one thing I did do right last year was to sell all my telecoms stocks after the spectrum auction in the UK. I failed apply the same discipline to my biotechs.

nig



To: Biomaven who wrote (3232)3/29/2001 7:38:06 PM
From: Jibacoa  Respond to of 52153
 
<<interview with Ravi Suria>>

Yes, no question that AMZN, CRA, YHOO, HLIT, Etc.,Etc. were a little "overvalued" a year ago and a lot of money could have been made selling them short or buying PUTS. <g>

If you want a "recession free" sector, look at my previous recommendation that although it has already doubled since January, it seems that still has some "long term" potential.<g>

Message 15585503

Bernard


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News