Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Merck -- Ignore unavailable to you. Want to Upgrade?

To: Kevin A. Lynch who wrote (574)	2/25/1998 9:19:00 AM
From: LWolf	Read Replies (2) \| Respond to of 1580

Hi Kevin, yes I'm over on CPQ, CSCO, DELL, and occasionally a couple of others. I'm in so much tech stuff, I look at pharmaceuticals as more defensive. Most of the pharmaceuticals are here in NJ; they're all pretty good; but I went with MRK as it's a blue chip that keeps pumping out products. Several years ago I read an article about Judy Lowenthal(?), now CFO, where it described how she had built the financial models for their research investments. Very impressive approach to R&D, and operational profitablity. I never forgot it, and then when I look at the fundamentals for MRKs growth and profitability they're right up there the MSFT, INTC. April isn't really that far away. Right now I'm a little more concerned about CPQ. Laura