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Biotech / Medical : Depotech(depo) -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (385)	12/10/1997 9:47:00 PM
From: scott harrison	Read Replies (1) \| Respond to of 887

Sector Investor and CYMEED: I trade a lot of tech stocks. I like MRVC but I have a lot of pal investors shorting the hell out of ASND. Mebbe they're wrong, but be warned about the short interest. If you're interested in techs, CYMEED, you might pickup a huge dip in QNTM tomorrow. The company lowered earnings, and might see high teens. I'm in at 36 for 700 shares and holding. QNTM has DLT, which Goldman Sachs said alone "was worth $80 a share." QNTM is the DD leader, as SEG and WDC won't be making money any time soon, and if you can get in low tomorrow, you'll see a nice bounce withing the week. scott

To: Sector Investor who wrote (385)	12/10/1997 10:53:00 PM
From: John Metcalf	Read Replies (2) \| Respond to of 887

Since no one has objected to more generalized investment considerations, I'll tell Sector Investor what I have chosen to do. This is not advice, do your own homework, etc. Although biotech will soon be the industry with the most technological advancements, I think it's imprudent (for me) to be more than 25% weighted in it. Within that 25%, I like to hold at least ten investments. The company in which I have the most confidence is Sepracor, due to a diverse and late-stage pipeline supported by a wide patent portfolio, major partnerships, diversified business model, and strong balance sheet. In fact, analysis of Sepracor's low risk business plan (improving existing drugs) lead me to DEPO and ADRX as well. ArQule, the great chemistry company, also merits consideration for the long term. And finally, Ariad has fascinating techology, top-notch scientists, and a new genomics institute, but is selling for a pittance. I own all of these, and more within the biotech sector.