Dell's Daytraders Decision Site Message Board

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Technology Stocks : Dell's Daytraders Decision Site

DELL 149.13

-2.1%

Nov 6 3:59 PM EST

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To: Larry who wrote (821)	9/8/1997 4:36:00 PM
From: Henry Niman	of 1124

Larry, The story's on the front page so I don't know if you need a subscription to read it. Actually, it can't be copied and pasted. I think that they want readers to visit the site. The article indicates that LGND's diabetes deal has become a hot topic on internet chatter boxes and other places. They quote LGND as hoping that it will be announced this month. WLA deal is downplayed. Likely partner is with a company without an oral treatment. LLY is listed as top candidate, but JNJ is also mentioned. They think that a JNJ deal with LGND could be a major minus for AMLN, but could be cocktail treatment would be used. They cite David Molowa (Bear Stearns) as saying LGND wants "alot" but offers "alot". H&Q analyst is quoted as saying these deals always take "longer than you think". They also mention the ALRI call.

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