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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Cosmo Daisey who wrote (49070)	11/21/2001 9:57:07 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

Cosmo, I haven't heard a peep from you for ages. Thanks for stopping by. >> I got out a long time ago and have been sitting in REIT's for the last year and a half with a 50%+ gain. Now you tell me :-(. Hey, good moves, DaisyChain. >> The next QCOM isn't a telecom stock, it's VRTX, OK, I've got it in my tracker, but my guess is the next QCOM will be QCOM. But wtfdik? >> Just imagine growing a new breast. I can visualize it, but it's not a pretty sight. Happy Thanksgiving, uf@cosmo'scool.com

To: Cosmo Daisey who wrote (49070)	11/22/2001 8:58:13 AM
From: John Walliker	Read Replies (1) \| Respond to of 54805

Cosmo, The company that I am talking about is 100% accurate and the test and test equipment are dirt cheap. Whenever I see a claim that a medical diagnostic test is 100% accurate I become VERY suspicious about the accuracy of the rest of the article. John

To: Cosmo Daisey who wrote (49070)	11/22/2001 11:45:15 AM
From: rushnomore	Read Replies (2) \| Respond to of 54805

For anyone interested in gene chip and related technologies, here is a rather comprehensive review of the field. But I disavow any expertise thereof, so use your own judgement. BTW, I have no position in bio stocks now. (I suspect that Cosmo's company X is mentioned here somewhere.) ashley-pub.com rushnomore@happy_thanksgiving.toall

To: Cosmo Daisey who wrote (49070)	11/22/2001 9:22:45 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

The easiest most obvious question about the biotech stocks is where are the profits, but that's not the only point. The technology of each company seems to have an uncertain domination of the marketplace. The impression of biotechnology I get is that each company is selling a tiny piece of the puzzle. The researchers in the labs themselves are so uncertain of the final outcome that they and their venture capitalist backers are typically eager to sell us a good part of their holdings. When such fragmentary technology is finally proven we still have to assess how valuable it is in the whole picture, i.e. how much the big drug companies will be willing to pay for it. Lots of luck. I personally prefer the risks of profitable companies like QCOM,INTC, SEBL etc. ,aka the gorillas of this board. The big picture is that thousands of us amateur investors are being asked or tempted to pay for research that is too expensive and risky for the big drug companies to want to do too much of. So we are encouraged to finance the tiny companies by buying their shares. Overall it looks beneficial to humanity but maybe not to the individual investor.