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Biotech / Medical : Aventis--World's No. 1 Drugmaker -- Ignore unavailable to you. Want to Upgrade?

To: Don England who wrote (8)	3/3/2000 9:41:00 PM
From: Mike McFarland	Read Replies (2) \| Respond to of 22

OT Pharmas, value stocks, and plans. Well you may have a good point about owning more Elan, and I certainly have more of that one than I have of Aventis and Schering Plough. But I think I am not clever enough to pick the right one, so I snagged three that seemed like the best values and that seem to be pointed in the right direction for their R&D (although that is certainly a very tough assessment to make--tends to be the sort of thing where you go to their website, and yeah-- Asthma, or yeah Alzheimers great! Nonsense of course--but these guys do throw billions at R&D, at least that was the number I saw for Aventis--3B). My value stocks are Washington Mutual and Burlington Northern Santa Fe. Also, once or twice a year I go from the money market into a Fidelity Sector fund--just to snag 20%--last year it was gold, not sure I want to play with gold anymore. So, I may do some bottom fishing value to do that trade this year: Some of the worst performing Fideity sectors funds of late are Banking, Home Finance, Financial Services, Insurance, Paper and Forest, and Defense and Aerospace. Raising cash and spending it--yeah, me too. I really cant see getting too conservative for at least a couple of months--and I think that everything I own I could hang on to for five more years--that is the length of time I think I could handle before finally quitting my job and finding something without a rotating shift--or, as I mentioned on aria thread, back to school or dabble with a web business.