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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (12904)	8/3/2001 4:41:45 PM
From: Grommit	Respond to of 78673

CVS -- Thanks for the post. I'm skeptical that "... much of the savings are likely to come from discounts negotiated at the pharmacy level and decreased dispensing fees." But, what do I know? I think CVS has larger problems to overcome, as they openly admit in their press releases -- like losing customers due to poor service & lack of pharmacists. I looked at the MRD that you mentioned. I will watch it, but please post if they do something brilliant. I do not see the unifying thread of their businesses. They sell chemicals, do plating and sell stuff to printers. In a presentation to a Merrill Lynch conference, the chairman said that they are strategically remaking the company because 90% if the net worth of employees was in MRD stock. And he wanted them to be more diversified. That statement befuddles me as a strange reason to turn the company in a different direction. But the stock has been hammered into attractiveness. good luck,