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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (8621)	6/5/2003 3:17:48 PM
From: nigel bates	Read Replies (1) \| Respond to of 52153

During the bubble I did this to some extent, but then unfortunately stopped doing it fully because I thought my tax bill was going to be excessive.. Don't remind us, it hurts too much. Is AMGN really worth 65% of Glaxo ???

To: Biomaven who wrote (8621)	6/5/2003 3:49:27 PM
From: Icebrg	Read Replies (3) \| Respond to of 52153

>> It's all to easy to passively hold a stock as it runs to a ridiculous level at which you would never dream of buying it.>> Nothing wrong with that. It is the other part of the hill that is difficult to manage. I am not sure I agree to the idea of selling just because the portfolio has done well. On the other hand, it should be very good to be mentally prepared what to do when it suddenly doesn't any more. Erik