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Biotech / Medical : Incyte (INCY) -- Ignore unavailable to you. Want to Upgrade?

To: BradleyMarshall who wrote (1017)	4/30/1999 3:42:00 PM
From: PashaBear	Read Replies (1) \| Respond to of 3202

Thanks for your elaboration. Personally, I am certainly comfortable holding INCY long term. However, while I am certainly "sold" on the sector, it disturbs me that my biggest position in it (e.g., INCY) is not doing so well. It would feel bad to have placed a major "bet" on this sector and then turn out to be backing the "wrong horse." My professional background is in enterprise Web development (and software in general) - so I am qualified to assess these kinds of companies, but not genome research. At least as far as I've read the patent disputes and probable resolution with AFFX sound complex, and not something that can be summed up in a few sentences the way you did in your original post. Despite your statement that you are buying one and sold the other due to momentum issues, you also seem to be making fundamental judgements - possibly on a more informed basis than me. I made my post to hopefully get some clarification on the fundamental issues. Thanks, PB