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


To: dalroi who wrote (8823)6/20/2001 1:08:20 AM
From: Spekulatius  Read Replies (1) | Respond to of 9719
 
Stefaan - WAT is still not cheap for a 15% grower:
5 x sales, 6 x book:
biz.yahoo.com
I'd also wait for AFFX going to the low/mid teens before buying in. Trickle companies have historially been cyclical and it indeed turns out that they are affected by economy now. Its very dangerous to buy the dips when the bad news just starts to come out, IMO.