Word: analysts
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Galbraith says the opportunities are pretty widespread, but Bristol Myers Squibb and American Home Products are his favorites. Drug analyst Barbara Ryan of Deutsche Banc Alex. Brown concurs: she says estimates for Bristol's earnings are too low--she's penciling in 13% or 14% annually over the next three years. And now that the fen-phen fiasco is behind American Home, she says, the company can concentrate on drugs like Enbrel for rheumatoid arthritis...
...consensus among drug analysts is that Pfizer will report the highest profit growth for the quarter, up 24% over the same period a year ago. "It's the best of all the drug companies," says portfolio manager David Alger, who owns about $300 million worth of Pfizer in his funds. Merrill Lynch analyst Steve Tighe is high on the new products coming from Pharmacia, which has partnered with Pfizer to launch a new anti-arthritis drug. And he says Elan is attractive since it trades at a discount to large cap and specialty-drug stocks...
Some say management's choices don't make business sense. Randy Schleicher, 52, who lost his job as a network analyst, says he heard from someone still employed at Dell that the plant making computer portables was on hold for an hour because there wasn't enough tech help after the job cuts. At $11,000 a minute, he says, that would be an expensive delay...
...found its first customer in the shape of Yahoo. MTV.com said it had done its own deal with all five major labels. And Microsoft hopped on the bandwagon with the radio-style site MSN Music. Result: in just one week "the landscape changed 100%," says Eric Scheirer, digital-music analyst at Forrester Research...
...confusing and conflicting file formats that will drive you underground to a Napster clone like Aimster. So every portal needs to do a deal with MusicNet and Duet--at the very least. "None of these services can survive without content from all five major labels," says Dannielle Romano, music analyst at Jupiter Media Metrix. Not to mention the hundreds of independent labels they'll need licenses from...