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shroodinvestor

09/03/02 4:56 PM

#21906 RE: Zeev Hed #21901

Zeev,

do you have an opinion on CLS?
it seems to be fairly volatile.

many thanks



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findit

09/03/02 5:10 PM

#21908 RE: Zeev Hed #21901

Zeev speaking of volatility and selecting Q representation, how about ISIS? I seem to remember your discussing ISIS over at SI. That was back when it was around $18. It is now around $9. Is ISIS market cap too small to fit your Q requiements? Just looking at the last 3 weeks, ISIS has a daily average volatility of 7.75 percent with a range of 2.4 to 12.7 percent.

Your input is appreciate as always.

Findit

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was grant

09/04/02 9:32 AM

#22061 RE: Zeev Hed #21901

Zeev

Previously you mentioned similar type of Q's for the Bio sector can you please refer me to a msg # or list them.

What correlation do you see between the Q's (brcd, brcm, etc...) and the Bio sector, which one leads and what's the LT perspective for Bio's in your opinion ?

Thanks in advance, you're a good mentor