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To: MonsieurGonzo who wrote (4901)	12/21/1998 9:24:00 PM
From: Berney	Read Replies (1) \| Respond to of 11051

MG, Re: Getting High on Drugz I earlier noted a break-down by sector of the "all-star" performers over the last five years. Your allocation is as good as any in MHO. I would note that there seems to be a perception that the Democratic ranting could be negative for drugz. If you remember, 1993/94 were not very good years for drug stocks, which was the last time the Democrats attacked health care. Frankly, I believe that if they couldn't do it when they were the majority party, they are hardly going to be able to do it as the minority party. However, it deserves to be watched. I was watching LLY today and it definitely did not participate in the rally. Sold NSCP at $50 1/8 today. Just couldn't resist. I hope it weakens and I'll get back in. Temporarily went out of CAT at $43, and went into ALL at $37 5/8. But then, I'm only looking for a point and a half and I'll be back in CAT, unless something else comes along <g> Berney