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

To: scaram(o)uche who wrote (883)	5/15/1999 1:06:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 1073

Rick, do you have a view of VRTX versus other alternatives in the industry at this time? A simple answer like a number on a scale of 1 (worst) to 10 (best) would be very helpful.

To: scaram(o)uche who wrote (883)	5/15/1999 2:38:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 1073

Nice to start off the day with a chuckle, great post, it got me thinking--and since I only use only about 10% of my brain, my results and portfolio performance are truly remarkable considering the handicap;-) I'll have my Fidelity Select report any day now, or I can go extract the information from the website. I need once again to record what these guys have held as their top picks on 4/30 and note the changes from last year etc. Of course, my portfolio represents the most extreme end of the 'hamstring', you might call them quad, er, fourth tier stocks--and if these fellas once again endeavour to talk down the sector for summer, I'll really feel it at the so-called junky end of the scale. Of course, while it is true that very little money has to come out of third tier to send it spiraling down, hardly any money at all needs to slosh into these cheap biotechs in order to get them going, your Biotransplant comes to mind. If I find a way to use the other 90% of my brain I may be able to find a better investment than the values in cheap biotechs, But for now though, slogging it out in third tier with the gang here on SI is great fun. I even survived my 2000th post, and successfully resisted the urge to create an alias account on SI and start daytrading internuts. Now I hope when you referred to 'Mike' in your post it was me, but maybe it was mike head? No matter, I've been trying to keep a little lower profile on the biotech threads--that signal to noise problem you know{:-)}