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Non-Tech : The Critical Investing Workshop

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To: Poet who wrote (33983)	12/3/2000 7:46:51 PM
From: bonnuss_in_austin	Read Replies (1) of 35685

Poet et al: I had dim sum brunch ... ... with some friends who are very heavy stockholders in PFE this afternoon. As now retired former top executive for PFE/India, he has built up many, many thousands of shares in it with minimal diversification over the years. I will report he's buying puts and selling CCs like a madman right now. Has sold none of the shares (beyond what he normally sells for living expenses). This person is around 60 years old, and very concerned about taxes. He is hoping that Bush gets the election; but is covering 80%, he said today, with CCs and puts. I know you're short the DRG and wanted to be sure to mention this to you and anyone else thinking about the pharma sector long or short/trading play or in any way whatsoever -- FWIW. 'b-i-a' ###

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