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To: Spekulatius who wrote (19549)	8/16/2004 10:25:46 AM
From: Paul Senior	Respond to of 78603

Drugs: Thanks, Spekulatius. I'll give some more attention to my exploratory holding of AMGN. It seems to be a good morning for drug stocks - all that I'm looking at are up today. Has been very unusual to see positive days for pharmas this year!

To: Spekulatius who wrote (19549)	9/10/2004 2:35:52 PM
From: Paul Senior	Respond to of 78603

OT: Added a few more shares of AMGN today. eom.

To: Spekulatius who wrote (19549)	10/20/2004 3:56:51 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78603

Speckulatius. As far as I'm concerned, you made a good call on LLY here. Stopped me from buying anyway, and so far, that's to my benefit because LLY shares have dropped. I've trimmed back some ABC, but I added a bit to a few shares of CAH today. The drug distributors are getting killed based on a number of issues. Cardinal gets 53% of its operating profit from ancillary businesses though (according to an analyst quoted in an article last year in Barron's), and that is a positive, imo. I follow CAH a little more closely than MCK or ABC, and I'm a little more comfortable with it based on my reading about Mr. Walter, CEO and founder. However, all these stocks now seem much more risky and shaky. If more untoward announcements come forth, I will cut back holdings (I have shares in all three) if not give up completely.