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To: Judy who wrote (14692)8/18/1998 7:15:00 PM
From: Sonki  Read Replies (1) | Respond to of 42787
 
when i said wla was short it was 85 now it's 70. 21%below. it's a great value now. wla's own management claims 40% ern. growth.
also, Nancy once told me that wla does not have that many drugs in the pipeline. i was concenrned over few deaths and what impact could one drug have on wla. wla not like pfe right? pfe has tons in their pipes. Any way, i don't do naked shorts. could have made tons of mony.
any way it's a good buy unless there are some hidden bad news that i don't know about.

the stock is trading at 1998 forward pe of 49 w. erning growth of 40%.
this is a value stock. wla was at this price back in end of may.

In all my excitement over dell, i have not forgotten wla.. i just bot wla again. (outside of my ira) and i m not likely to sell it.

i also added to pfe recently.

thanks for the update on amat. i m debating what todo w. my covered leap on both.amat/nvls. uncover and hold or uncover and sell and buy more drugs. i need to trade buy more drugs instead of techs for balancing.

what M.Burke think of Dell?



To: Judy who wrote (14692)8/18/1998 7:18:00 PM
From: Nancy  Read Replies (1) | Respond to of 42787
 
judy,

wla's problem is the same old one - its rezulin can cause liver damage if not closely monitored by doctors - just like any other important drugs if not administered properly, you always have some problems.

from earnings growth perspective, wla has the highest growth rate.

from pipeline growth & overall management perspective, pfe still the king.

big pharmas usually trade with the market. if wla drops back, would use the opp to add.