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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?


To: Spark who wrote (9358)2/18/1999 8:59:00 PM
From: Mike McFarland  Respond to of 56535
 
Mike, What do you think of ARIA?

Well I think the stock is not making me
a lot of money, heheh. I guess I keep
waiting for Aventis (Hoechst and Rhone-
Poulenc) to come out with some announcment
of a collaboration with the Hoechst-Ariad
Genomics Center...the kind of annoucment
that will set off articles in the business
section that use cliches like synergy
and such.

Recall that Ariad is working with Pangea,
which seems to be one of the real bioinformatics
players (it is a private company, so no symbol
for Pangea).

Speaking of bioinformatics...I did get some Curagen
the other day, it came down to a flip of the coin
between Gene Logic and CRGN.

Ariad is only my fifth largest holding...so I am
not in love with the position.