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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: 1-DAY-TRADER who wrote (12516)	8/8/1998 4:46:00 PM
From: Allan F	Respond to of 18691

TRADER, It is a matter of repoire. If you have been following SI for a year, as you say you have, I expect you would understand one needs to build a reputation for honesty and correctness before expecting people to not immediately question your possible alterior motives. The fact you show up yelling across all the short threads what a find INCL is, (by now you should now most people follow most of the same threads even if they don't actually post regularly) and then pick a fight with other well-respected members, (by now you should now who the well-respected regulars are) does not speak well for your long-term future at SI. (by now you should know big-mouth, hot-heads come and go all the time) I am not implying you are necessarily a big-mouth, hot-head. Rather, the fact I actually posted to you indicates I think you may be worthy of correspondance. I posted this to the board, rather than privately in naive hope that all the other big-mouth, hot-head, visitors can think before they take their trial subscription and immediately start casting stones. -Allan

To: 1-DAY-TRADER who wrote (12516)	8/8/1998 7:54:00 PM
From: poodle	Respond to of 18691

"I was just defending my name :)... eom" Mark, my guess you could be much better of defending your POINT than NAME.Some of your arguments were neither strong, nor correct. For example: Message 5387382 1 "Read the insiders selling report and you will see what I mean." Insiders sold 66K shares this year. Not too much for biotech, especially given that 3 top executives left. Just for comparison: CEO of one of the Co I am following has a habit to sell 90,000K blocks for about 1M $ each. 2. "They reported huge losses even after getting approval and marketing their product." They did not even submit PMA. They did not even complete efficiency/cost efficiency trials in Europe yet. The paper they got was CE, European "safety certificate". They are allowed to sell their product, but third party reimb. base is extremely limited (some private insurance companies and hospital's financing). To be reimb. by gov. system and big ins. Cos they have to complete successfully effic/cost effic. trials. By another words, real marketing even did not start yet and will not this year. This is extremely serious "mistake" for any med eq/biotech analyst, especially for Pharmacist. For anyone who is investing in biotech for at least 6 mos all these mistakes should be absolutely obvious. People are emotional, so I did my best to save your ego and to allow you to correct all these mistakes by yourself. I asked you several questions. Today I did remind you about them. Unfortunately, for one week you did not find time to answer. You did post on SI and this thread, however. This is not to say that you have to answer. From your profile I also learned that you like chess: "It would be nice if we all trade on MOMENTUM and get out very quickly." (Emphasis is yours.) It does not look like "chessmaster's" style, it's rather football. Have a nice weekend. PS: this is not to say that INCL is a good or bad long or short.