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

To: Vector1 who wrote (8781)	5/22/2001 2:03:06 PM
From: CYBERKEN	Respond to of 9719

The longest journey begins with tripping over the dog...

To: Vector1 who wrote (8781)	5/23/2001 3:03:11 AM
From: Rocketman	Read Replies (2) \| Respond to of 9719

Yes, but biotech is back in favor as the speculative leader now that dot-com is a dirty word. My predictions are a continuing biotech rally, with a solid biotech IPO window opening in the 4Q. I don't expect the ridiculous excesses of the net stocks with the 500% gains on IPO day, but a solid ability of the biotech companies to raise significant capital and keep the rally and research alive. Plus, the Silicon Valley Tech Recession is going to help make it more affordable for Biotech Bay companies as industrial space becomes more available and affordable, and as housing becomes cheaper, easier to attract and retain talent. Landlords are going to start looking to biotech as a stable long term tenant who puts in improvements with long term value, rather than favoring the rah rah of the nets, who have now flown the coop and left the landlord's holding the bag (of cash that is with the forfeited one and two year security deposits at double the old rent rate). It also doesn't hurt that silicon horsepower prices are plunging. Where there is pain, there is always some gain.... at least for someone. I predict the VD Model will be solidly in the black for the year! Time to invest more of that buying power my friend! Rocketman