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

To: LLCF who wrote (821)	4/20/1999 3:22:00 PM
From: Mike McFarland	Respond to of 1073

Having to be nearly fully invested for most of the year has to be one of their greatest disadvantages. Wheras all we have to do is wait for a decent return, then remember not to be greedy, cash out and wait around for the next opportunity. The difficult thing for me right now, is there seem to be so many good opportunities in small and micro cap biotech, there is a desire to want to own too many. I think I have eight right now...about six grand in each--and even that feels a bit unweildy. I'd guess that the biotech fellas, including you as well Dave, are in fewer positions...but I'm sure I haven't the skill to risk being any less 'diversified' in the sector than I am at the moment. Uh oh, rambling again, I'd better log off and stick my nose in a book or something...later guys!