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

To: tuck who wrote (237)	7/8/2001 1:59:06 PM
From: tuck	Read Replies (1) \| Respond to of 1005

>>it's away of getting the ales force some experience<< The oenological equivalent of a freudian slip? Brain and finger fatigue are more likely. Anyhow, I'm also thinking about TWTI, with a take (and usual plea for peer review) on that coming soon. For now, I'm thinking of a rather unusal strategy for TWTI. If I decide to short, it'll be short term. If good news (they could potentially announce a large/bulk sale during the quarter as opposed to just announcing numbers at the end) sends TWTI towards lock-up heaven, I'll not only cover, I'll immediately go long. The reason TWTI's chart looks the way it does (a V shape) is because they crushed estimates last quarter. They are a consumables company, which I believe is a trickle segment that is relatively immune to the slowdown in life sciences capex. Their Invader system appears to obviate PCR. Any biologists reading this have any experience with this product (I'd love to hear about any Trickle or BLUE H company product from a user)? I think it would be foolish to initiate a short until this quarter's earnings are in. If they are bad, short immediately; if good, wait for the blow-off -- with lock-up expiration around the corner. As such, we have a little time to think about TWTI. EXAS and CIPH are of more immediate concern. The ball is in y'all's court on the former. I will try to marshall my thoughts on CIPH, as well as present DD links for TWTI, before the day is out. Cheers, Tuck