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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (4055)	2/9/1998 11:28:00 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 9719

V1, re. <<Where is everyone. So quiet on the threads.>> I think people have used New Year's resolutions to stay away from this addictive madness, or, people gave up on biotech entirely, or, people got "real" lifes elsewhere, or, they refuse to post unless and until the Rocket promises to tell them jokes, or, ... What's the view on the PCOP+MSI merger deal? MSI did have some business with Incyte. PB

To: Vector1 who wrote (4055)	2/9/1998 11:32:00 PM
From: Rocketman	Respond to of 9719

Wow, do my eyes deceive me? V1 selling AFFX at $31??? I guess my call for selling at $33 last year wasn't so bad after all @;-> Too bad we didn't unload this puppy at its high of $49 7/8. We just don't have timing the tops down yet. We are in the money on the AFFX as our basis is $25.77, but $5 is slightly down on GSII as its basis is $5.69. Any reasons for the AFFX dump other than pre-spring cleaning. Anything to do with my email comments the other day? GSII needs no explanation. We've been dry at the house other than a gallon or two seeping under the garage door from the horizontal rains. How about you, how's the new house fairing in the monsoon? Hell of a roof test! I'm hoping the beach house I've got rented for a week in April in Mission Bay San Diego doesn't get trashed before I've had a chance to vacation in it. All these mud slides sure reduces the desire to live on a hill. House surfing sure looks like a thrill, but it's a bitch to haul it back to the top for another ride. I think that they should make home owners insurance cover these sorts of risks. It sucks that you can get insurance for just about any kind of damage other than mud slides. Talk about financial ruin, not only is your house and often the contents a complete wipe out, but the property is usually rendered unusable too. Your only hope is that you have a huge mortgage that you can walk away from and stick the bank with what's left of the mess. Plus, you get stuck paying for the damned demolition costs to boot. What a mess!!! It's not like the sum total of mud slide damage in the US in a year is going to effect the insurance industries bottom line in a significant way. Plus, houses are going to be sliding for months after the rains stop as the damage goes deep. The only hope for some of these people is to have an earthquake shake the house loose and cause the slide, then I think they may be covered. With all the storms lined up in the Pacific and El Nino going strong, might be a good year to short the insurance companies, as the floods will continue. Wait until this snowpack melts, the Central Valley might return to its history of being an inland sea. I've had over 8 inches of rain at my house down here in the flats in the last week alone, and there has been a hell of a lot more in the mountains. Kirkwood ski resort has a 20 FOOT snow base currently and is getting dumped on heavy some more - WOW! We're going to go play in the snow in Yosemite in two weeks. I think you are right about the job market here. It is just a hot market with lots going on. Should have an interview at Cellegy soon too, but my guess is that they are too far along for me, they did their IPO last November, but I want to see what they've got going and may have a friend I can set up with them who should be a better fit for them than me. E-mail me sometime and let me know how your latest deals are progressing. Later, Dave