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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (2958)	9/7/2003 11:55:36 AM
From: Mike	Read Replies (3) \| Respond to of 23958

Godot, Thanks for your response back. But let me tell you it is not going back to $25 and should never have been sold. Your portfolio tends to hang on to certain stocks that don't do very much. But when you have a stock that presents a paradigm shift in the care of patients you need to hang on. MDCO has a product that is changing the way cardiologists perform cardiac caths. Angiomax the product is a heparin replacement drug that is in the early adopter phase. On Sept 15 at the TCT meeting six month results will be presented on the 13,000 patient trial called Replace II. So far the intial trial results were positive. We have "early adopters" jumping on and using Angiomax in great numbers. But after TCT if the results are positive we move to convert a large percentage of the market to Angiomax. So the only thing that I see as a negative to your portfolio is keeping certain "paradigm" shift stocks. DFIB is a great stock but not shifting the way medicine is practiced. MDCO is doing just that and the stock will pay long term holders handsomely. Remember I love your portfolio but I see this as a negative to your timeframes for holding the stock. In addition, we have a couple of tight assed individuals that don't want to listen to an enthusiastic investor who happens to be right. MDCO is going to $40 by '04 if not sooner. I suggest you add the stock to the portfolio at any price. In addition,I have a couple other "paradigm" shifting stocks that your portfolio may want to take a look at if you do add MDCO. Let me know your thoughts and thanks for your response back. Mike