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

To: LLCF who wrote (711)	3/25/1999 1:06:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 1073

A young person like myself could not ask for a better environment in which to be accumulating shares-- especially in the so- called platform or technology companies. But if I were 20 years older like Rick, I suppose I'd be getting a little pissed off about now;-) How long can this go on?! Discussions like the gene-patent subthread over on the Incyte forum can make things a bit confusing and intimidating, but I should think ten stocks in this sector spread out between chemistry companies, genomics database companies, and a smattering of niche players --for instance neuros like the ones I own, should do the trick. Time is the big stinker in the equation though isn't it. A few of these guys are running out of it. Geeze, I tell you, a micro cap otc:bb stock like NTII is a great example of a fellow who is cutting it just as close as he can. Great post over there by Castro by the way. Whew! I'm sure it will be great fun though when we come out the other side of this tunnel. Oh, I'm now down 10% for the year, eeek. If I'm down 30% later this year I won't know whether to write checks and buy a lot more, or freak out and run from this sector.