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

To: Vector1 who wrote (6302)	1/16/1999 4:14:00 AM
From: Rocketman	Read Replies (2) \| Respond to of 9719

Caught Abby Joseph Cohen's, Goldman Sachs stock guru economist, keynote speech at a conference in San Jose on CNBC today. Wow, what a great speaker. She explained the economy so clearly, even Mary Ann listened and was impressed with her. Basically, she sees the US as having such a small exposure to Brazil that it really doesn't have much real impact. Even all of S. America doesn't present that much of an impact. She made some other good points along the lines that most of the countries that had problems last year were suppliers to us and not buyers from us. She also went on to explain how the US exports have changed in the last 10 years or so from commodities that could be competed with by goods from other places to proprietary items that can only come from here. She went on to explain how the return on investment in the US is at record highs - which justifies the high stock prices, but how Japan for example has had a negative return on investment for the last decade - which justifies there low stock prices. She was very bullish looking ahead. I'd vote for her to replace Greenspan when he finally takes me up on my offer to buy him a fishing boat. Rman

To: Vector1 who wrote (6302)	1/16/1999 4:47:00 AM
From: Rocketman	Respond to of 9719

Fraud Warning! WARNING! PLEASE READ IMMEDIATELY! THIS IS SERIOUS! If you get an envelope from a company called the Internal Revenue Service," DO NOT OPEN IT! This group operates a scam around this time every year. Their letter claims that you owe them money, which they will take and use to pay for the operation of essential functions of the United States government. This is untrue! The money the IRS collects is used to fund various other corporations which depend on subsidies to stay in business. This organization has ties to another shady outfit called the Social Security Administration, who claim to take money from your regular paychecks and save it for your retirement. In truth, the SSA uses the money to pay for the same misguided corporate welfare the IRS helps mastermind. These scam artists have bilked honest, hard working Americans out of billions of dollars. Don't be among them! FORWARD THIS MESSAGE TO EVERYONE YOU KNOW! ;-)

To: Vector1 who wrote (6302)	1/16/1999 10:12:00 AM
From: rkrw	Read Replies (1) \| Respond to of 9719

I used to hold some AIMM shares, so I attended the AIMM annual meeting in May of 1996. It happened to coincide with the Sepr annual meeting, which was an hour or so before it. Sepr was very impressive with a great story to tell and a development plan far deeper than I had previously known. AIMM was lukewarm to be kind. The Q&A was a joke, I recall board members making faces at each other when dumb questions came from attendees. It was the polar opposite to the energy and excitement coming from Sepr brass. At the time, the stocks sold for roughly the same price. That day, I sold AIMM and doubled up on Sepr. I'd rather add to my Sepr holdings at nearly $100 a share then spin the roulette on aimm. AIMM's arthritis trial reminds me of BLSI and their sugar chain molecule. Its benign with no side effects, yet neither has a shot at approval, so whether it doubles in the next few months or not, ultimately it will come right back down and then some. I'd suggest adding to your celg or cltr shares, or looking at ardm or vrtx, companies with chances to move sustainably and possibly permanently higher.