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

To: Vector1 who wrote (8834)	6/21/2001 8:22:01 PM
From: Gary L. Kepler	Respond to of 9719

V1, thanks for the feedback. I have a position in AFFX which I'm not necessarily comfortable with but your comments are encouraging. I bought a starter position in CALP after hearing MLNM's favorable comments and am undecided on whether to add more. Thanks again!

To: Vector1 who wrote (8834)	6/22/2001 3:01:50 AM
From: tuck	Read Replies (1) \| Respond to of 9719

V1, FWIW, I believe there is a little market overlap between AFFX and CALP, but not much, as you note. In general, CALP addresses more applications, and very differently. They are both cheap, IMO, but I like CALP's prospects a little better. QGENF's, too, and they are likely to hold up better near term. Your strategy of averaging in to AFFX is appropriate, IMO. They will indeed recover eventually. PS: How about a short pick? You know anything about IPIC's current science/market chances? Because everything else makes it look very shortable: Message 15980357 Cheers, Tuck