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

To: Rocketman who wrote (8989)	10/26/2001 2:27:49 PM
From: Vector1	Read Replies (3) \| Respond to of 9719

Rman, remember, with the low values after Sept 11 I did not want to increase margin. We did add a few stocks, namely CRXA and MOGN and I think we added some AFFX post Sept 11 but I could be wrong. In hindsight we should have bought the crap our of CELG, CBST and AFFX. I am thinking of selling INCY. Management is having a lot of difficulty articulating their strategy. V1

To: Rocketman who wrote (8989)	10/27/2001 11:03:13 AM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

R-Meister--what's that old saying, "buy when blood running in the streets"? OT--I am recovering from a munched hard drive on my Dell. Started going bad about a week ago. Dell Service sent me a new drive overnight. I spent a while partitioning the new one (shoulda partitioned the old one!). Miraculously, I got Win98 and all the drivers loaded and working again, and baaaarely was able to save the VDXXX Excel file from my limping, chugging old hard drive. Narrow escape. As you can see, I'm up and running again. C1.