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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: mike head who wrote (164)	10/24/1998 12:33:00 PM
From: scaram(o)uche	Respond to of 1073

Mike: Was just trying to playfully ignore the lesson that Peter was gently trying to convey and joke about transforming a good second concept ("Bounce", exchange2000.com ) into more margin-pain ( exchange2000.com ). That is, I was just joking, saying that I had free "license" to muck with a good concept. I was joking that I would take the initial $100K plus the $22K of Bounce paper profit and stick it into a one-stock portfolio. Peter..... I cut back on PGNS and GELX because I believe that favor is going to return to platform companies, and it looked strange to me, having these issues outweigh INCY and MLNM (companies that have a good chance of capturing over 1% of total 2010 pharma market, IMO). CNTO.... I just eliminated a personal eyesore. AGPH.... I guess I just felt like doing something. NXTR...... I feel that there are picks with greater leverage. I would love to turn control of "Bounce" over to a team of you, Silverman, V1, Harold Engstrom and others that think wrong. You know, those who have actually made money in the last year. Rick