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To: John Carragher who wrote (52346)	11/3/2004 10:11:24 AM
From: Larry S.	Read Replies (2) \| Respond to of 53068

john, i have no current position or interest in MRK, but i have put it on my radar screen. with their huge cash position, high dividend yield, and liability insurance, this stock is approaching cheapness. probably in 3-9 months it will bottom SOMEWHERE. remember CD, remember TYC, all these stocks were killed and took a long time to settle and build a base. MRK should be in the same camp. but certainly no rush. the real winners in this investing game (other than balls of steel traders) are those who go against the conventional wisdom and mass stampede. larry

To: John Carragher who wrote (52346)	11/3/2004 1:02:27 PM
From: E.J. Neitz Jr	Read Replies (1) \| Respond to of 53068

John, no question Merk looks cheap. However, so do many other large cap pharma stocks without "the cloud" no...reality of litigation. Additionally, Merk has a poor pipeline and now poor street sponsorship. I think Pfizer, Johnson and Johnson, Abbott, and Amgen look very attractive in here with a second Bush term. Serono, based in Switzerland and trades as an ADR here (SRA) is one stock I own, follow and being the world's biggest biotech company is under-followed. That is quite interesting. The most attractive stock for future price movement is Amgen IMHO. All of the above have very good management and decent pipelines.