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Strategies & Market Trends : Technical analysis for shorts & longs

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To: Thomas M. who wrote (16112)	5/19/1998 12:09:00 PM
From: giddy guru	of 69512

//gg// Thomas, Agreed that DELL eps growth has been envious. Each industry pegs on different yardstick to reward the leaders. In the case of drugs it is patented drugs. Money will shift from other leaders like MRK and BMY into PFE. If Viagra is proved to be as best as it claims now, the household expenses on Viagra would be equivalent to what they would spend on computer hardware spread over two year period. In the case of Viagra there is only one manufacturer but in computers DELL is one among many. In the case of PFE, there are other drugs but in the case of DELL hardware is the main business. For many mutual funds PFE is far safe play than DELL. /gg/

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