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

To: Cytokine1 who wrote (5360)	7/23/1998 4:04:00 PM
From: Rocketman	Read Replies (1) \| Respond to of 9719

However you want to handle the transition is fine with me. I can live with just posting the changes for a week, or if you want to send me the whole spreadsheet, I can try and figure out the CytoMagic. My Yahoo version is up to date and agrees with your version. May have to minimize trades in your absence! I expect a full audit when you return. Let me know when you leave. Oh, and let me add: Camping in the California Redwoods was GREAT! Nothing makes you feel like an insignificant dwarf like an 8 foot across 225 foot tall 1000 year old tree. While Silicon Valley cooked with a heat wave in the high 90's and low 100's, we enjoyed the 70's and low 80's. Swam in the creek, hiked, ate great, burned lots of wood, saw animals at close range (6 inch banana slugs, camp raiding skunks, coons, and Stellar Jays) and had lots of fun, so much that we stayed an extra day and a half and then grudgingly came back to civilization. Now I've got to figure out where to camp next at the end of August post-dude Ranch trip. Thinking about either Burney Falls Area, or the Lava areas in NE California where no one ever goes. Any comments from the peanut gallery on car camping in these areas? Rman

To: Cytokine1 who wrote (5360)	7/23/1998 5:31:00 PM
From: Cytokine1	Read Replies (3) \| Respond to of 9719

VD's MODEL PORTFOLIO 7/23/98 Change $1187 UP 0.62% Started 4/9/97, $100K . INDEX ^IXB UP 1.40% YTD EQUITY CHANGE 24.9% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 24.06 -0.31 -1.28% 24063 10.88 10875 121.3% 11.8% INCY 1000 39.13 2.13 5.74% 39125 29.41 29409 33.0% 19.1% SEPR 272 56.50 1.88 3.43% 15368 37.55 10214 50.5% 7.5% MOGN 2000 7.88 -0.19 -2.33% 15750 7.00 14000 12.5% 7.7% INHL 500 29.44 0.19 0.64% 14719 23.13 11563 27.3% 7.2% AVIR 737 30.38 -0.38 -1.22% 22386 27.88 20544 9.0% 10.9% GENZ 830 28.25 0.13 0.44% 23448 25.17 20893 12.2% 11.5% GZTC 2000 7.19 -0.38 -4.96% 14375 7.737 15475 -7.1% 7.0% DURA 200 25.25 -0.06 -0.25% 5050 24.63 4925 2.5% 2.5% MLNM 300 16.75 -0.06 -0.37% 5025 18.63 5588 -10.1% 2.5% LGNDW 3000 5.88 -0.06 -1.05% 17625 8.75 26250 -32.9% 8.6% ABSC 1000 7.63 -0.06 -0.81% 7625 11.19 11189 -31.9% 3.7% ENMD -400 29.88 -0.88 -2.85% -11950 34.06 -13625 12.3% STOCK ______ ______ ______ ______ 192608 167298 15.1% 100.0% SHORT SALE CREDIT ______ ______ 13625 MARGIN MTCE. EQUITY 53.2% MIN 30% (91839) BUYING POWER $ ______ 10605 EQUITY (NAV) ______ ______ ______ 114394 100000 14.4% OPTIONS 10 July call options for AGPH $35 @1 5/16 ^IXB INDEX 335.44 4.62 1.40% 302.42 10.9%