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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (1270)	11/21/2002 11:38:04 AM
From: tuck	Read Replies (2) of 1784

Trickle thinks this rally is getting very close to done. Accordingly it makes two moves. It sells AFFX for $29. Trickle will reload below $25. Trickle has noted ABI faces a number of fundamental difficulties. While it remains an important bellwether of the sector, Trickle feels it will have difficulty moving beyond this $22.5 to $23 range any time soon. And that if Trickle is right about a pullback (if not a war-related crash), better entry prices will await it for ABI and others. Accordingly Trickle sells ABI for $22.65. Cheers, Tuck

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