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To: Alski who wrote (8087)4/8/1999 11:57:00 PM
From: Thean  Respond to of 14427
 
Mike, about PFE...

All that you heard and read about their fantastic products in the pipeline is REAL. PFE is the king of the drug industry today - not MRK, not JNJ, but PFE. Its sales force is a class of its own. Every funds that want to invest in drug will buy PFE. That's why its the MSFT and AOL of the drug space. People can argue about the strength of other companies pipeline, but not PFE. Sure it has one of the highest PE of the industry - but a PE of 50 with guaranteed year after year growth will still be appealing after the internuts fever subsides. Viagra is nothing. Its just the icing on the cake. Buy and hold and forget about it if you can - won't go wrong for the next 5 years - sure beats S&P.



To: Alski who wrote (8087)4/14/1999 6:45:00 PM
From: Thean  Read Replies (2) | Respond to of 14427
 
Alski,

FYI,
"Sapiens International (SPNS) 9 1/2 +7/8: Hambrecht & Quist reiterates "buy focus list" rating on enterprise-wide solutions for the rapid development of scalable mission-critical software applications provider after company announces joint marketing agreement with Sun Microsystems....."

Still in it? I'm betting on SEBL for the enterprise software front-office space.