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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Martin A. Helfand who wrote (56285)	4/17/1999 2:02:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Marty, Small caps are over, but not MY small caps. <g> I still love the biotech sector, especially the small ones. You get more growth for price here that anywhere else on the long side. The IT cos have sloughed them to the table near the kitchen while they are partying near the picture window, but the IT stocks are overpriced and a diversified list of bios are not. I still own my dirty dozen bios, though a couple of names have changed. For example, Human Genome and Sepracor have dropped out for being overpriced and Chiron, Biocryst and Cephalon have made return engagements. I also own HQH and/or HQL depending upon discounts. Right now it is just HQH. However, all this has to be measured by the fact that I only have 10% longs in my total portfolio, though bios are the biggest portion since taking profits in the oils.