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

To: Cytokine1 who wrote (8956)	10/8/2001 9:39:40 PM
From: Spekulatius	Read Replies (1) \| Respond to of 9719

AFFX earnings warning? I have become very cautious about earnings of trickle companies. I believe that capital equipment companies like AFFX will see soft business after 9/11, similar to the "trickle" company DPII: biz.yahoo.com I hope that I am wrong... Disclosure: Sold my AFFX shares at a loss

To: Cytokine1 who wrote (8956)	10/9/2001 8:18:14 PM
From: Cytokine1	Read Replies (2) \| Respond to of 9719

VD's MODEL PORTFOLIO 10/9/01 Change -$3509 DOWN -0.40% Started 4/9/97, $100K . INDEX ^NBI UP 0.62% YTD EQUITY CHANGE -55.6% # CURR . DAILY CURR COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHG %CHG VALUE SHR COST LOSS TOTAL . . . . . . . . . . INCY 5000 12.68 -0.34 -2.61% 63400 26.452 132259 -52.1% 7.2% BTRN 14000 4.79 0.07 1.48% 67056 9.205 128875 -48.0% 7.7% CELG 7000 24.77 0.25 1.02% 173390 16.452 115167 50.6% 19.8% TRMS 2500 34.69 -2.19 -5.94% 86725 21.771 54427 59.3% 9.9% SEPR 5000 39.10 1.04 2.73% 195500 59.443 297213 -34.2% 22.3% VRTX 2000 17.97 -0.19 -1.05% 35940 35.042 70083 -48.7% 4.1% MLNM 1000 19.63 -0.10 -0.51% 19630 25.000 25000 -21.5% 2.2% LEXG 4000 7.25 -0.35 -4.61% 29000 9.813 39250 -26.1% 3.3% CBST 3000 34.45 -0.80 -2.27% 103350 15.310 45930 125.0% 11.8% OSIP 2000 34.50 0.09 0.26% 69000 45.000 90000 -23.3% 7.9% AFFX 2000 16.20 -0.08 -0.49% 32400 22.300 44600 -27.4% 3.7% STOCK ______ ______ ______ ______ 875391 1042804 -16.1% 100.0% SHORT SALE CREDIT ______ ______ 0 MARGIN MTCE. EQUITY 64.6% MIN 30% (309492) BUYING POWER $ ______ 256408 EQUITY (NAV) ______ ______ ______ 565899 100000 465.9% ^NBI INDEX 760 4.69 0.62% 302.42 151.2% NOTES: OPEN orders subject to available buying power--- 10/4/01 7500 SELL 2000 PRCS @ $3.75