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Biotech / Medical : XOMA. Bull or Bear? -- Ignore unavailable to you. Want to Upgrade?

To: chirodoc who wrote (5038)	12/7/1997 1:47:00 PM
From: aknahow	Read Replies (1) \| Respond to of 17367

To me XOMA looks great. Hate appearing like a cheermaker, and have always admitted to self doubts. Those of the nature of, "why if it's so great don't others see it." But, have been around long enough to now that while I can be wrong so can the market. Moving tons of dirt to get an oz or less of gold does not compute. Saving Tashika does. XOMA is in all the right areas. If mutual funds were going to buy Xoma to compete with Murphy the have alreay done so and the impact, whatever it was, is reflected in the price of the stock. But, I maintain that concept remains in place and I give it more weight seeng the attention paid to leaders and laggards on The Street. A big question remains and that is, is XOMA really dealing very hard or are the potential partners less interested than we might think. I would like XOMA to not give it all away, so I am in a vunerable position of being over willing to accept the dealing hard thesis.

To: chirodoc who wrote (5038)	12/8/1997 7:07:00 AM
From: Robert K.	Read Replies (2) \| Respond to of 17367

Actually gold is a relative thing......................................".....when central banks stop selling and the price drops it could be a good buy. till then xoma looks better--and that isn't saying much." Gold is going down in price OR going up in price depending on how you view it. Or perhaps gold isnt going up or down in price.. What is changing is the amount of paper money to buy gold. Example the korean won recently 800/dollar, now 1200/dollar. In relative terms if gold was $300/oz then in Korea gold has risen from $300 to $450/oz. Basically diito that for the yen or any other currency that is in crisis. The reason is the dollar is stenghtening RELATIVE to the won,yen etc.... therefore the price of gold HERE is seemingly going down, but elsewhere it is actually going up. IMO gold is gold , the values are essentially unchanged,the currencys are rotating around it. If when our dollar is in crisis, gold will "seemingly" go up.