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Biotech / Medical : What do you think about ESRX?
ESRX 92.33-3.6%Dec 20 4:00 PM EST

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To: Dan B. Brockman who wrote (14)4/24/1998 11:51:00 AM
From: Dan B. Brockman  Read Replies (1) of 39
 
Earns were good, but I got a funny feeling about the next two quarters as they try to intregate the recent purchase. Read the press release and tell me what you think. A pause that refreshes perhaps? Not uncommon to have a hard and expensive time to consolidate two different enterprises software, offices, sales force , etc. ESRX margins are so low that it won't take much to upset the boat.
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