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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (22095)	3/8/2000 3:20:00 PM
From: Poet	Read Replies (2) \| Respond to of 63513

GMST broke out today.

To: Jorj X Mckie who wrote (22095)	3/8/2000 3:24:00 PM
From: John Pitera	Respond to of 63513

ORCL is moving well. I bought some sgp, pfe, and bmy today, sgp has 1 and 3 years earnings growth of 20% and has a forward p/e of 15. bmy, mrk are similar in terms of their numbers. you know PFE is a real sleeper. everyone is bidding CRA to the moon, but PFE has an exclusive 5 year license to utilize the CRA database, so if in fact there is genome business to be done, PFE is uniquely positioned to implement the technology. CRA says it's 90% done with the sequencing. The combined effort is back at 50%. Plus PFE has a nice stable of other drugs and the strongest pipeline of new drugs. I really think it's attractive here. but I'm talking 6 to 12 months.