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Technology Stocks : SAP A.G. -- Ignore unavailable to you. Want to Upgrade?

To: BI*RI who wrote (2316)	8/19/1998 4:39:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 3424

Hey Marc B., interesting post, I am surprised you don't have Cisco, its 30% of my holdings right now, and I consider it the strongest "Gorilla" out there to have, especially since the Justice Department will probably leave them alone. SAP is just laying there, right now, I guess the institutions all figure it is ahead of itself. LindyBill

To: BI*RI who wrote (2316)	8/19/1998 5:38:00 PM
From: mauser96	Read Replies (2) \| Respond to of 3424

OFF SUBJECT... That sounds like a well balanced portfolio. One possible way to boost your health care percentage is Vanguard Specialized Health Care Fund. Normally I don't care for mutual funds, but this fund has an excellent long term record and is still managed by the man that achieved that record. Right now Warner Lambert seems to have the best pipeline. I'm especially interested in their Cox2 inhibiter NSAID drug. I believe about 7000 people die in this country every year due to side effects (mostly GI bleeding) of the old NSAID drugs. I don't own it , but I do have some PFE. The trouble with drugs us trying to find an edge- they are already priced to fit an efficient market.

To: BI*RI who wrote (2316)	8/20/1998 6:29:00 PM
From: growthvalue	Respond to of 3424

Off topic: Pharma Be careful with concentrating in one or even two pharmaceutical companies. Why? Patent expirations - the hobgoblin of the pharmaceutical industry. Companies can go through incredible booms and busts due to patented products and their patent expirations. Today's Warner-Lambert can become tomorrows Pharmacia & Upjohn. Warner-Lambert was until recently yesterday's Pharmacia & Upjohn. Also, sometimes drugs have unexpected side effects which result in tremendous liability exposure. You also can't predict who's going to come up with the next amazing blockbuster product. It's a good idea to pay attention to how innovative the company is and has been in the past. While luck has something to do with it, it doesn't explain the whole story. Better to buy a basket of pharmas. The fundamentals are so good that the group will likely do incredible over the next 10, 20 years. But you don't want to stuck with one that stumbles while others are going through the roof.