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

To: Rocketman who wrote (8784)	5/26/2001 12:17:29 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

<<Time to invest more of that buying power my friend!>> I was thinking of adding some more OSIP. V1

To: Rocketman who wrote (8784)	5/27/2001 3:26:58 PM
From: scott_jiminez	Respond to of 9719

Rocketman: your perceptions appear to be accurate and your prognostications may be on target as well. I suppose we all have our own fact-based, selective analyses for which we are predisposed. To wit, your post, mad-libbed, with surprisingly few adjustments, to arrive at an equally substantiated conclusion: ----------------------- Yes, but technology is back in favor as the speculative leader now that dot-com is a dirty word. My predictions are a continuing tech rally, with a solid tech 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 tech companies to raise significant capital and keep the rally and research alive. However, it must be noted that the necessity to raise capital is not an overwhelming concern for tech companies: in contrast to certain other sectors, the vast majority of tech companies have actual revenue and earnings...and income will accelerate substantially as the economy and sector rebound. Plus, the Silicon Valley Tech Recession is going to help make it more affordable for the strong tech companies of the Bay as industrial space becomes more available and affordable, and as housing becomes cheaper, easier to attract and retain talent. Landlords are returning to well-established tech companies as stable long term tenants who put 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). Landlords, and many others, have learned ‘net’ and ‘tech’ are far from synonymous in a manner similar to those whose experience with a large class of biotechs in the decade of the nineties was far from favorable. It also doesn't hurt that silicon horsepower prices are plunging which will provide the consumer-led sustaining force to maintain the recovery. Where there is pain, there is always some gain.... at least for someone. I predict the semiconductor-equipment model portfolio (http://www.siliconinvestor.com/portfolio/detail.gsp?pid=9219891), already up over 5% since September, will show a high double-digit, if not triple-digit, gain for the year! [A similar biotech portfolio (http://www.siliconinvestor.com/portfolio/detail.gsp?pid=9219889) has made a solid recovery of late; while still down 48% in this time frame, a bounce back to break-even over the next 12-24 months should not necessarily be considered remote] Time to invest more of that buying power my friend! Scott