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

To: scaram(o)uche who wrote (5466)	8/12/1998 4:43:00 PM
From: aknahow	Read Replies (2) \| Respond to of 9719

Interesting article in IBD page B1. Re mutual funds, "Many Managers Toss Pricey Biotech Stocks" Michael Yellen of AIM Capital Management handles total of 1 billion in health care sector, plans to sell all his biotech holdings. "Investors are realizing that the risk associated with most of these companies is much larger than previously thought." Sounds like capitulation. At some point interest will return. Saw that German Bank/dealer downgraded Amoco day before it announced merger with B.P. Investors Business Daily is on line. Don't have URL.