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


To: Arthur Radley who wrote (5329)1/11/1998 9:45:00 PM
From: Jake  Read Replies (1) | Respond to of 17367
 
I also got nailed for Informix. However, he does get some things right. He did buy his puts in September and warned to get off margin and raise cash. Wish that I had followed that advice.

He also sold Intel at $100. That was bang on. His problem is that when he makes a mistake he doesn't let go. He should have cut Informix loose a long time ago.

Hope XOMA is one of the situations in which he is bang on.



To: Arthur Radley who wrote (5329)1/12/1998 12:11:00 AM
From: Eric Klein  Respond to of 17367
 
Off Subject: Michael Murphy's Calif Tech Stock Newsletter may present a good list of short stock possibilities. His tech stock recommendations got hammered on Friday. Here are the highlights (lowlights):
ATML -7.25%
ADSK -7.56%
CY -6.94%
EXBT -8.02%
IVAC -12.05%
LSI -6.74%
MACR -7.01%
PRMS -10.87%
QKTN -8.00%
QNTM -10.06%
STMD -14.81%