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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (218)	6/29/2001 1:00:03 PM
From: tuck	Read Replies (1) \| Respond to of 1005

Yup, it's an EOQ day. Large herd of elephants around ITMN. If we don't rally next week, BLUE HP may yet get another chance below 30 or at least in the low 30s. Newly on the volume radar is POZN: getting trampled a bit, might do an impulse buy (riding with Peter and shooting from the hip is usually fairly safe with the stock and market near bottoms). Watching CURN, no elephants yet, but expecting some any time. VGNX experiencing a small circumpachydermal vortex. As is DCGN, but it's already had a bit of a run. I don't follow it. Lighter volume wildness from DDDP, and to a lesser extent KOSN, DPII, CIPH, and RIGL. Looking for violence at the end of the day in some of these issues. Those that get overpunished may be bought with last remaining cash. Positions to be at least partly unwound fairly quickly to get the cash back. Cheers, Tuck