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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (504)5/14/1999 9:46:00 AM
From: Scott H. Davis  Respond to of 613
 
My biotechs continue to slumber, unless you include TRIBY (Trinity Biotechnology) which is a lab Dx company with a rapidly growing group of rapid tests for the point of care market (they have a 1 step HIV in FDA trials now)

I would add VICL to a proposed list of companies you can buy and forget about - strong financially, broad pipeline, huge amount of major playor validation, continued clinical validation with no bad news. Furthermore, the revenue from partnered products has enabled them to have 3 items in trials (including a phase III) that are unsponsored (thus significant rev potential)

Storage is another issue - AXC and ADIC are stomping.

QSND is hitting critical mass with their revenue streams and done well. PTIX should post a strong qtr, and after records last 2 qtrs, their biggest backload in history and a state of the art, fault tollerant network backbone product just completing beta (along with CSCO electing to use two of their boards) I think they market will respond well. VERY solid FA and effectively no LTD. Scott



To: Mike McFarland who wrote (504)5/14/1999 6:29:00 PM
From: Arthur Radley  Read Replies (2) | Respond to of 613
 
Mike,
I've been remiss in updating the various portfolios, however, this is the busy time of year for me in the real world of work. In the past few weeks I've been in Boston and San Diego. When things do down, I will give an update.....I promise. AS for my picks, NXTL has done well, GLM a nice run and the news from XOMA today might bode well for this one. As for my others.....DID I REALLY pick some of these?(:>)


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