SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: nigel bates who wrote (1272)11/21/2002 2:14:47 PM
From: tuck  Respond to of 1784
 
The whole thing.

I think the macro trickle environment will turn around before that of say, semiconductors, although you wouldn't know that from watching the latter of late. I'd be looking at Trickle bioterror plays as a way of playing both sides (i.e. if one is concerned about a war related end to the rally). So I keep watching BDAL, high P/E and all. They will likely report on their bookings in early January, if the past is any guide.

Cheers, Tuck


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News