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Biotech / Medical : Merck
MRK 92.960.0%Nov 14 3:59 PM EST
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To: Jerry Miller who wrote (515)2/18/1998 5:02:00 PM
From: Rich Genik  Read Replies (1) of 1580
 
Jerome,
Interesting idea about Iraqi construction. If the sanctions are lifted, there may be a play here in heavy equipment/construction.

If Iraq showers Israel with anthrax or a smallpox based super-virus, best play is to short glass futures.

Back on topic: I picked up MRK at 96 and plan to hold forever (or until some fundamental change). MRK is a "head in the sand" play here; you can almost buy and forget. I think the company is that well run.

cheers and Go MRK!

Rich
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