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Non-Tech : Bill Wexler's Trading Cabana -- Ignore unavailable to you. Want to Upgrade?


To: Carl Worth who wrote (419)10/9/2004 5:20:28 PM
From: Hank  Read Replies (1) | Respond to of 6370
 
There is one wild card you overlook here, the potential for a takeover. The pressure on bigpharma, in general, is behind the current trend towards consolidation. I can't think of anyone looking to merge that wouldn't love MRK's infrastructure, especially those based in Europe or elsehwere. Of course, monopoly laws will prevent many of the more obvious players from biting. It will be an interesting game to watch.



To: Carl Worth who wrote (419)10/13/2004 7:12:51 PM
From: Investor2  Read Replies (1) | Respond to of 6370
 
Thanks for your post, Carl.

Your post, together with Paul Senior's post, was enough to talk me out of MRK. However, I didn't read your posts before I took a very small position in MRK during trading hours. :(

Best wishes,

I2