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To: GST who wrote (99134)	4/5/2000 6:27:00 PM
From: Richard Tai	Respond to of 164684

i believe danny was looking for a reason why cmrc was down while arba and vert were having good days. wouldn't it be nice if merrill didn't come up with this brilliant after the fact analysis after the fact for once?

To: GST who wrote (99134)	4/5/2000 7:19:00 PM
From: Bob Kim	Read Replies (2) \| Respond to of 164684

GST, That was an interesting article. I liked the following excerpt: McCabe said he believes investors may be re-pricing some of the B2B stocks of companies, some of which have enjoyed valuations based on 100 times revenue. ``Those multiples were never rational,' he said... --- McCabe has a $175 price target on VERT that implies 108x 2000E revenues. ML has a $125 target on ISLD that implies 158x 2000E revenues. I guess he's saying his own research isn't rational.