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

To: Spekulatius who wrote (17524)	8/6/2003 3:25:01 PM
From: Paul Senior	Respond to of 78481

"They say" it's much more difficult to talk somebody out of an investment that they're in, than to talk a person into an investment. So your arguments (coupled with your track record from what I can see from your posts here) are very strong. As I look at the investment choices that I see, it seems ABC is a safer (whatever that means) bet than MRK now. And yet ABC also offers the possibility of growth by being involved with both big pharma and generics. As regards MRK, I just wonder if the issue I need to address is not whether to add more MRK shares, but rather, what to do about Medco. You can assume that since the terms will be .12 sh. for every 1 MRK share, that I'm not going to be receiving many Medco shares. So if I want just a small position in this distributor, I'll have to add more Medco at some point. I've got to game whether MRK shareholders will be dumping Medco because they just want MRK, and/or if Medco might be a buy at time of issuance. (Anybody here with an opinion regarding this Medco deal?)