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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (42092)	11/27/2000 10:05:51 AM
From: dwayanu	Read Replies (1) of 57584

Re Friday's: Odd weakness in pharmaceuticals today... This AM Merrill's investment strategist Christine Callies published as part of a six month look-ahead: "Relative multiples in the health care sector (about 4x the S&P) are almost as extended as technology multiples were one year ago. The U.S. economy needs to slow to a crawl in order to support this disparity in valuations. Much of the optimism in multiples is centered in the major pharmaceuticals." That writeup may well have been available to Merrill's major clients last week. - Dwayanu

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