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

To: tuck who wrote (357)	8/23/2001 2:49:19 AM
From: tuck	Read Replies (1) \| Respond to of 1005

Nigel, Regarding LSBC being silly cheap. My wallet voted with you at the close. My usual strategy of charging into a pachydermal vortex near lows. Regarding my repo of BDAL. Swing trade these puppies. BDAL has sailed through this whole biodepression hitting its numbers. Thing is, those numbers still make it a bit richly valued. As I've documented in Trickle, however, tool companies are seeing glimmers of hope for the next quarter or two, and MS companies are seeing relatively strong demand and better visibility. This is reflected in today's upgrade of WAT. The two companies both execute well, and have some overlap (WAT lets BDAL duke it out with ABI & maybe Finnigan in the MALDI segment, for example). siliconinvestor.com Technically, filled a little gap from late July. Stochs and RSI indicating I may be a bit early, but if this general rally lasts for a few days, BDAL could well go with it and test $20 or so. If not, well, it's the first nibble. I'll be watching for more news of relaxed pessimism. Will other bellwether companies aside from INTU and (can't remember the other one today) come out and say that going foreward, things don't look so bad? We need more of that praising with faint damn, at least, to keep this rally alive. If we don't get it, BLUE HP may lighten up on its few remaining unsold winners. Expecting some more downlegging to this bear market. Though we're seeing some dark headlines consistent with capitulation and a bottom. I don't remember seeing them in April so much when that "bottom" was reached. My guess is darker ones may come, and if BDAL really does run to $20, BLUE HP will sell more than it owns. Cheers, Tuck