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

To: Rocketman who wrote (5400)	7/31/1998 5:03:00 PM
From: Vector1	Respond to of 9719

Rman, And we decided upon a 100% of cash comp bonus. v1

To: Rocketman who wrote (5400)	7/31/1998 6:20:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

I want Rman to have a nice quiet weekend, with nothing to do or to bother his rest. So..... just a brief review of some points that Peter Freudenthal and Kurt Von Emster touched on last weekend...... Nobody is interested in the platform stories any longer. INCY..... databases are headed toward being a commodity business. Perkin Elmer.... keep an eye on it, will be the "800 pound gorilla". (Freudenthal) Listed platform companies, including genomics, as a negative. (Von Emster, who mentioned that he spends an hour/day at SI and the Rumor Mill)