Novartis Message Board - Msg: 2616187

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Biotech / Medical : Novartis

NVS 126.59

+0.9%

3:59 PM EST

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To: Tom Wilkes who wrote (76)	11/2/1997 2:11:00 AM
From: Sonki	Read Replies (1) of 296

tom, i got your email at home. if u already have wintelco and want to add i think sw is a great place to add. perhaps look at orcl. Reason being that sw companies can quickly cut the cost or slash prices w.out impact to bottom line. read Joann Griffin's posts at orcl thread. She is very well informed. I have a problem investing in any stock with "future potential" and is close to new highs when there are so many fallen angels on the street. This is not a time to find a sexy stock but find a reiliable company which will deliver. i also like psft but again is very high pe (102) and has no such earning to justify these hights. Target of psft is 75 (ML). Again, i don't see it as a bargain. I don't find concept etc... concepts can change. Real hard earning w. smaller growh expectaions are safe. I have become very conservative lately. btw: no, i don't have to pay for the info.

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