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To: jmac who wrote (6329)	2/25/1998 10:21:00 PM
From: Art C.	Read Replies (1) \| Respond to of 42787

Jmac---I made a pretty good profit on MRK Mar 125 calls in about 3 days. I believe that that pull back isn't just on profit taking. There was some speculation that they were going to announce a split either on Monday or Tuesday, and it didn't happen. The speculation now is that they will announce a split at a stockholders' meeting in April. Also that fiasco with Glaxo didn't help the drug sector. Watch for a bottom on this though. Once the dust settles, it will go back up, because it is considered to be undervalued in repect to the rest of the sector, and a split at some time in the near future is almost a certainty. Art

To: jmac who wrote (6329)	2/26/1998 3:22:00 PM
From: raymond marcotte	Read Replies (2) \| Respond to of 42787

jmac, compaq is going to have much more difficulty integrating dell into their company than is generally realized by folks accustomed to regularly playing cpq. the corporate cultures are quite disparate. this will cause some grief for cpq - what to do with all of the talent and will all of it stick around. knowledgable analysts are exercising great caution regarding cpq for the short term and near term. why hurry when there are so many tech stocks offering fewer complications. by the way even if amd does form an alliance with ibm to offer a cheaper alternative to the pentium, nobody will be knocking intel off in the forseeable future. maybe not the best place for too many eggs, you always have microsoft! that one will never go away. good luck