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To: Berney who wrote (2457)	4/19/1998 8:55:00 PM
From: MonsieurGonzo	Read Replies (1) \| Respond to of 11051

Berney; RE:" Red SOX " PHLX:SOX.X *Semiconductor Index* weight %-60d %-20d %-50w 13.71 INTC - 2% - 3% - 6% 11.58 LLTC +13% + 3% +35% 72-1/4 10.61 MOT - 1% + 4% - 8% 8.42 LSCC + 8% - 5% -17% 8.38 TXN +22% + 5% +23% 58-1/2 6.29 XLNX +15% + 4% -27% 42-1/4 5.88 MU -12% -12% -26% 4.63 ADI +37% +10% +30% 36-3/4 4.59 NSM -10% +15% -15% 3.95 LSI +16% +14% -42% 25-7/8 3.46 VLSI - 1% +11% -20% 3.29 AMD +47% +14% -39% 27-3/4 6.61 TER - 1% - 7% + 4% 5.84 NVLS +26% + 1% + 4% 42-3/4 5.41 AMAT +10% + 5% +12% 35-1/2 4.10 LRCX +20% + 5% -14% 30-1/8 -Steve

To: Berney who wrote (2457)	4/19/1998 9:26:00 PM
From: MonsieurGonzo	Read Replies (2) \| Respond to of 11051

Berney; RE:" When does your lady get back ? " Saturday April 18 8:11 AM EDT Drug Analyst: Viagra Sales Appear Staggering By Ransdell Pierson NEW YORK (Reuters) - Initial sales of Pfizer Inc. impotence drug Viagra appear to be at "unbelievably high" levels, a drug analyst said, citing market data. Hemant Shah, who runs the research firm HKS & Co., said the data were provided to him by Source Informatics of Phoenix, which he said tracks sales of prescription drugs. In addition, Shah said his own survey of 40 drug stores in Brooklyn, N.Y., showed enormous demand for the drug. Figures indicated that pharmacists were filling 15,000 to 20,000 new prescriptions a day. "They (pharmacists) are telling me they can't keep it in stock," said Shah, who was a sales representative for Merck and Co. before becoming an industry analyst. Pfizer began shipments of Viagra in the United States last week, but has not yet launched an advertising campaign for the pill, which it said proved effective in about 70 percent of men with erectile dysfunction tested in clinical trials. "Data I'm receiving show Viagra is selling 20 to 25 times the prescriptions in its first days on the market as Lipitor did," Shah said, referring to Warner-Lambert Co.'s blockbuster anti-cholesterol drug launched early last year. Drawing another comparison, Shah said daily new prescriptions of Viagra seemed to be running at least three times higher than those of Eli Lilly and Co.'s flagship drug, the antidepressant Prozac. A clearer picture of Viagra sales will emerge Monday when IMS America, another company that tracks prescription trends, releases weekly sales data. "I was skeptical of estimates it would bring $3 billion, $5 billion, or $10 billion. But I'm no longer skeptical," Shah told Reuters. The pills are priced at about $7 each and improve blood flow to the penis. They are supposed to be taken about an hour before sexual activity. ABN-AMBRO drug analyst James Keeney cautioned that enormous early Viagra sales, if borne out, could be the result of pent-up demand caused by media attention to the drug in recent months. "We think it will definitely be a big-selling product," said Keeney, who projected annual sales of $1.8 billion by 2001. "We hope sales will be sustained, that it's no flash in the pan," he said, adding that any slackening of demand would prove punishing to Pfizer shares, which are trading at over 50 times expected 1998 earnings largely on faith in Viagra. Pfizer stock jumped $4.56 Friday to $105.125 on the New York Stock Exchange. Previous Story: GM's Earnings Fall on Overseas, Parts Results Next Story: IBM Q1 Net Seen Down, First Drop Since '96 ...I've just gotta stop popping that PFE Viagra when MadameGonzo is outta town! (^_^) -Steve