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To: Bob Rudd who wrote (24943)	5/12/2001 8:41:46 AM
From: Bob Rudd	Respond to of 118717

SGP follow-up. From Barrons "The New Prom Queen"/"Who's on First" article saying that health care, financials and tech are likely to be leading S&P sectors <<Likewise, Saut favors drug stocks that already have corrected. "Yes, rising health-care spending will lift all ships," he says, "but I'd rather own a stock such as Schering Plough, which sells for 18 times earnings, than Pfizer, with a P/E of 30. Saut spoke before Friday's runup in Schering, fueled by rumors that Merck might buy the company.>> OTOH, an FDA rec. that Clariton [SGP biggie] be taken OTC, may be a negative. This continues to look like a buy on dips situation.