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To: PartyTime who wrote (14652)	3/12/1998 5:48:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 95453

Party, You can play it either way. MDCO may well show greater relative strength short-term because of buyout speculation. And if the buyout happens, they'll probably cash in bigtime. But I feel more comfortable with ESV because it seems a better value. If the merger doesn't come through I think the likelihood is that ESV will outperform on that basis. Actually, I think they are very similar companies. If you look at their average revenue growth over the past 5 years, I believe they are within a percentage point of each other (ESV slightly higher). I'd rather speculate on the possible buyout when it isn't already priced into the stock. Baird