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Biotech / Medical : The thread of life -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lokness who wrote (770)	7/20/2005 12:03:42 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 1336

Sure, I'm going to have to hold it a couple years. Which means I am going to have to let go of checking the quotes and posting. Either I have made the decision to own it or not, and I have already for sure decided to own it. What cannot be devined, is whether the company knows how to grow--and that Crouch and Walker left perhaps signaled that it isn't going to grow in one particular direction? Who can say. The physical location of the company is good, I just watched a PPT presentation that makes San Diego look, er, very synergistic, ha. And expenses are controlled by farming some stuff out to Bangalore or whatever. Anyway with Scripps nearby and stuff, and lots of startups, and as far as I know all the competitors are far away, so competition for talent should be a net positive. Valuation is obviously fine for me (I own it at $3). The government contract might be a net plus? Tenuous Kevin Baconesque links to bigger chemistry players are not too hard to imagine. Although, I do have a vivid imagination... Graben4 on Yahoo rattled me a little with this post finance.messages.yahoo.com But I think that in this bullish market for biotechnology, you can't be out of the stock. Although, obviously, "value" hasn't done as well as "growth", which may be part of what is going on in the sector. I think I will force myself to take a month off, no quotes, nothing. Catch up on my remedial chemistry. I should really bring it back up to a College 201 level at the least again. So, signing off til the end of August. If dpii should get bought out or something, or even better, if somebody should be in the area for beers--I can be reached at zathrasandrenee@earthlink.net or Mike.McFarland@noaa.gov Over and out!