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To: Bretsky who wrote (8792)	7/14/1999 4:15:00 PM
From: Dale Baker	Respond to of 118717

I never bought the big pharms because they always looked overvalued. If you have a more speculative side, IMCL is a terrific biotech with a cancer drug in Phase 3 trials. Or BINC if you like 'em cheaper. My last portfolio update was Saturday. Go browsing in that list and ask me which ones I like the most. My problem is I like too many companies. But it keeps me diversified, profitable and sleeping like a babe as far as my portfolio is concerned. Overall I don't think you should hold anything that is dead money after a year. Any stock you hold should give you at least 20% and often much, much more. My only one-year hold now is WCOM, up 80 - 90%.