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

To: Vector1 who wrote (8753)	4/23/2001 10:13:07 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

VDXXX yearly expenses. Year ending 4/8/01. 26 transactions times $10 each = $260. Avg Daily Margin Balance $45617.25 times 7% = $3119.71. Total $260.00 plus $3119.71 = $3379.70. Expenses will show up on tomorrow's post. Another fine year!! cheers, C1.

To: Vector1 who wrote (8753)	5/2/2001 11:17:34 AM
From: tuck	Read Replies (1) \| Respond to of 9719

Vector1, You used to think highly of AFFX. If memory serves the model used to own it, and sold it for a tidy gain last year. In the face of standardization issues in the biochip marketplace, a swarm of little competitors, and errors in the murine arrays, AFFX has swooned. Message 15719744 I feel that in the tools industry consumables are still OK, but big ticket items are iffy for a few quarters, with the exception of mass spectrometers. AFFX's products aren't big ticket items individually, but regular use would be equivalent. I submit most of this is priced in, and that AFFX is a buy should it retest its lows (expecting broad market pullback before end of spring). Do you and/or your audience have any thoughts on this wounded gorilla? Cheers, Tuck