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Biotech / Medical : Avian ("Bird") Flu Stocks -- Ignore unavailable to you. Want to Upgrade?

To: tom pope who wrote (284)	12/10/2005 10:46:15 PM
From: Becky	Read Replies (1) \| Respond to of 428

Well, based on what I've seen ... I'd say buy what the "big boys" are interested in ... GWB and cheney = oil, Halliburton, etc. Rummy = Tamilfu No conspiracy,, just the facts ...

To: tom pope who wrote (284)	12/11/2005 1:03:48 AM
From: Don Earl	Read Replies (4) \| Respond to of 428

"Theory"? What part of the post did you believe to be other than hard fact? That Gilead holds the patents on Tamiflu? That Rumsfeld is the Secretary of Defense? That Rumsfeld was the Chairman of the Board at Gilead? That Rumsfeld holds a good sized chunk of stock in Gilead? That in the past 8 years, out of 7 billion people, only 120 have contracted bird flu? That not one case has shown up in the US? Let me guess, every time you hear a rumor of some off the wall company about to be bought up by IBM or Microsoft, you load up on the stock because you know deep in your heart that no one would stoop so low as to deceive you about such a thing. The only theory floating around is that bird flu will mutate into an air born virus tailored to humans, in spite of the fact it has failed to do so in the past 8 years, and that there is no indication it ever will. In the mean time, I'm real curious how one goes about investing in companies trying to develop a cure for a disease that does not exist. What exactly is the best treatment for fantasy flu? Never the less, short play on stocks that have run up on mindless hype typically present opportunities to make money. The dot com melt down of 2000 is a prime example. The question of course is timing. The short money is always right, but the short money is almost always early. How long do you suppose it will take for the folks going long on fantasy flu plays to realize they have been suckers, lose faith and bail?