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Rick Storm

08/27/02 7:26 PM

#19954 RE: Zeev Hed #19233

Zeev, It seems that for Merck to reach 43, the Dow must fall a much larger percentage than the Naz. Given the 1308/1265 scenario for the Naz, what number do the Turnips have in mind for the Dow? Thanks, Rick

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jdaasoc

09/02/02 6:09 PM

#21404 RE: Zeev Hed #19233

I know MRK on your short list of holds. What's is your thoughts on AZN. Very little debt and reasonable P/B. Their drugs appear to be no worse then US drug companies excluding their the recent bad news about competing anti EGF drug from OSIP. Crestor should be able to make inroads aganist PFE's Prilosec and offset sales declines from their Losec ulcer medication.