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Pastimes : Home on the range where the buffalo roam

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To: pbull who wrote (7864)	6/14/2002 10:55:27 PM
From: pbull	Read Replies (1) of 13815

drugs, biotech have really come back to earth. i can't remember the last time i saw mrk at a pe of 16. i'm just trying to find sectors that look ripe for institutions to rotate into, then pick the leader of the sector. i agree that we're close to making tradeable bottoms in a lot of bellweather type names. what do you think of google.com? they're talking about doing an ipo with a mkt cap of $250 million. i looked at dclk, and it's still in the billions. there's a defense-related ipo out there, too. but for now, i'm just going to watch and see how they trade. PB

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