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To: Sonki who wrote (18862)	4/1/1998 11:04:00 PM
From: Sonny McWilliams	Read Replies (2) \| Respond to of 27012

Sonki. Glaxo. Talk about Glaxo and AHP. Not to Mo until you hear what comes out of the Senate on the settlement. The industry does not like it at this point. But then again if it goes lower you may want to look at it. gg. Sonny

To: Sonki who wrote (18862)	4/2/1998 5:52:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 27012

On some of your questions/points. I'm in MO long term and the DRIP. So I'm simply getting more shares now. I think if people are not comfortable with MO then they should just bypass it. There are many great stocks out there that will be going great guns for many years. For me, I just hold mighty MO. I was buying MO after Black Friday and even with all the trouble since 93\94 my shares have basically tripled in value. I bought MRK during the dark days of the Clinton Health Care scare. Lots of it in the $28-$32 range. Now four years later MRK is at $132. So finally, if you need a stock to move right now, then MO is not a good choice. Long termers will look back in five years or so and probably say they made out like a fat rat in a cheese fight ;-) CPQ I have not touched and don't think that there is a hurry to do so. I really believe that I will be able to pick up CPQ in $18-20 range before it is all said and done with. For the merger to work, Digital's culture must be thrown out and all must subscribe to the Compaq culture. I think this will be difficult, and while the two companies are lovy dovy right now, I think we will hear discordant strains down the road. Also, CPQ must define its product line and it has a lot of work to do in the Logistics arena. I expect people and analysts to get tired of waiting for all these things to happen for the markets are impatient. I'll just wait them out for now. I'm still planning on picking up some DELL LEAPS in April but after CPQ puts out its earnings report. I think CPQ will pull all the boxmakers down. I think DELL remains on track to report increased growth in the 50-60% range when they announce in May, I'm looking for one of those classic dell spurts of $10+ on the news. KLIC I don't know about, I think it is a Jubak pick. If you like MRK and especially if you are a long termer then I would say it is okay to continue to accumulate. I think Drugs, Biotechs and telecom will be leading the way into the next Century. MRK will split this year and that will be a big deal. Between the announcement of the split and shortly there after will probably mean a 10% surge for MRK based on that fact alone. On PFE, I'm waiting to pick up some LEAPS. Will buy at $94 and probably get a few more should PFE go to $89

To: Sonki who wrote (18862)	4/2/1998 6:17:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 27012

Sonki, Article about small caps SMALL CAPS ENTER ANALYSTS' ORBIT By Peter D. Henig April 1, 1998 redherring.com Brian

To: Sonki who wrote (18862)	4/5/1998 3:28:00 PM
From: dougjn	Read Replies (1) \| Respond to of 27012

Sonki. My feeling on Mo is that it all depends upon the degree of liability protection. The tax hike on cigarettes (however it is done) really doesn't matter that much. Addicts will get their fix. The point of the rise is to slow down the creation of new addicts. Which might just work. Hope so. Which tends to make the US cigarette business a wasting asset. But a slowly wasting one with good overseas growth. Profits do not necessarily go down. One of the things which higher prices and restrictions on advertising does is to tend to fix the current band positions. Which helps MO most of all. What really hurts the stocks is the fear mass tort litigation will someday be successful. Which could kill the stocks in ways that a planned for tax would not. Its also the unknowable. The argument for the cig cos is that the decrease in uncertainty would through multiple recovery more than make up any decrease in profits. Which might not be that big anyway. Until the demographics start to take effect. So good pop, anyway. If the tort protection is lousy, no pop. Doug