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To: Mike McFarland who wrote (99)6/14/2007 12:37:07 PM
From: Mike McFarland  Respond to of 379
 
stock trades

fwiw, when I dumped my Curis the other day, part
of the reason is I think I will go back to the well
one last time on glgc--but not nearly so many share
this time, what I buy is paid for from the last
trade from 1.5 to 1.9, if it decends into oblivion
I think I can handle it. Mental accounting.
I don't want to give my reasons yet--and I may average
down, but only a little, if I have to.
I posted once the other day on yahoo that I like the
idea of buying glgc around $1.25 on the next crappy
earnings release this summer. Every earnings has stunk,
they never reduce burn. Need some new visionary there,
take phase whatever it is they call the animal
genomics and imaging, and pair it with some chemistry
capability. Or something--think bigger, the critical
path etc etc. Mush mind here.

I think Curis will trade lower too, I have a buck
a share in mind to start getting back into that, fwiw.

ha, ACGT, four pet stocks I follow, ands cris glgc tgen,
funny. I hadn't thought of that til recently, probably
because usually I was following infi instead of cris.