SAP A.G. Message Board - Msg: 5540915

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Technology Stocks : SAP A.G.

SAP 241.75

+0.7%

Nov 28 9:30 AM EST

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To: BI*RI who wrote (2316)	8/19/1998 5:38:00 PM
From: mauser96	Read Replies (2) of 3424

OFF SUBJECT... That sounds like a well balanced portfolio. One possible way to boost your health care percentage is Vanguard Specialized Health Care Fund. Normally I don't care for mutual funds, but this fund has an excellent long term record and is still managed by the man that achieved that record. Right now Warner Lambert seems to have the best pipeline. I'm especially interested in their Cox2 inhibiter NSAID drug. I believe about 7000 people die in this country every year due to side effects (mostly GI bleeding) of the old NSAID drugs. I don't own it , but I do have some PFE. The trouble with drugs us trying to find an edge- they are already priced to fit an efficient market.

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