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Biotech / Medical : wla(warner lambert)

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To: Captain Jack who wrote (738)5/16/1999 11:24:00 AM
From: KAF  Read Replies (2) of 942
 
Of all the times to sell the stock, I really can't feel good about it at this particular time. There's been a rotation out of growth into cyclicals, bad news with some of the big pharm's leading drugs, a quiet period about to end (the result of the Agouron acquisition....which has been deemed a good buy by Agouron) and an analysts meeting upcoming. Plus more rumours about new products about to come out through the pipeline. This company is on sale right now, don't know how long the sale will continue, but I plan to use any further sale as opportunities to add.

Cyclical rotations are not usually long term occurances....
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