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

To: Andrew H who wrote (4508)	4/1/1998 2:00:00 AM
From: JF Quinnelly	Read Replies (1) \| Respond to of 9719

At this time, however, I have taken my money out of biotechs. TAVA treating you well, is it? Y'know, the time to buy is when nobody wants the stuff. Which means we can throw darts at the biotech list. Since you don't wanna play with the bio stuff, take a look at WMB. They're running optical fiber down their pipelines again, last time they made $2.5 billion doing this. They'll probably do even better the second time around. And I'll have you know we are having our winter in SoCal, right now. It oughta last at least three or four days.

To: Andrew H who wrote (4508)	4/1/1998 2:11:00 AM
From: Vector1	Read Replies (2) \| Respond to of 9719

Andrew, Nice to see you posting again. I have missed your insightful comments and quick wit. V1

To: Andrew H who wrote (4508)	4/1/1998 4:54:00 AM
From: bluejeans	Read Replies (1) \| Respond to of 9719

I'll be buying LGND on any meaningful pullback. Just between you and me, we don't need anymore meaningful pullbacks in LGND.<G> Did you really get out of Ligand? Bob

To: Andrew H who wrote (4508)	4/1/1998 4:43:00 PM
From: biowa	Read Replies (1) \| Respond to of 9719

!Kung, >>At this time, however, I have taken my money out of biotechs. I will keep an eye on the sector and return when things are looking up a bit.<< Read my comments to V1 on Biotech Bob. And remember, if you wait till things are looking up, we'll have moved out of the peanut butter phase. I think instead you should go back and collect all the wise discussions of the biotech sector we've had on this thread and write a book for the next wave of suckers, er, I mean investors. With your social science graduate degree, you should have no trouble writing a chapter on each little nugget. (Do we still have a penalty box, or did we sell that to buy Chemtrak? I think I'll go look for it...) biowa