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

To: Paul Senior who wrote (19546)	8/16/2004 2:20:09 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78602

Paul, I like AMGN much more so than LLY at this point. LLY has a strong pipeline, but that seems to be build in the pipeline already. Then there is the trouble with Zyprexa that is a potential threat to LLY. I see clear sailing for AMGN. I intend to add to my shares. I am disspointed about ABC.The last quarter looked good, so I assumed that ABC would cruise through the rough waters. I still think the drug distribution business will do OK LT but i don't think that it will be the place to put my money short term.