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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (102)	12/17/2003 6:20:41 PM
From: Allan Harris	Read Replies (1) \| Respond to of 12215

Anybody see it way, way different? If your thesis is right, that folks are playing out some lesson they learned from the past, then maybe it's just as likely their selling now will become the basis for some future lesson, the "let it ride" lesson. There was a rumor today about Roche buying Geron, I went over to the Yahoo GERN board to get a sentiment check, about three to one skeptics and GERN bashers over those thinking the fit made sense. I don't know, it just seems like a lot of skepticism, not only about GERN and biotechs, but everything-equity. Doesn't "feel" like a top to me, not a significant one anyway.

To: scaram(o)uche who wrote (102)	12/17/2003 7:35:18 PM
From: mopgcw	Respond to of 12215

Anybody see it way, way different? Nope. the volatilty on the down side after a nice long run-up here is good evidence. TLRK, RIGL, NRGN, NTII, to name a couple -- but they seem to be holding in these general levels which is encouraging. I have been tempted to take some cash off the table as well, but why book the tax now?? wait a couple weeks (on a prayer that it holds through year end). Would love to sell a covered call on TLRK now though.