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To: Charles Tutt who wrote (40639)	1/19/2001 4:36:48 PM
From: DiViT	Read Replies (2) \| Respond to of 64865

I might agree if it was a lone analyst, but when a bunch of them go together there is generally something to it.

To: Charles Tutt who wrote (40639)	1/19/2001 4:42:48 PM
From: cheryl williamson	Respond to of 64865

Hi Charles, I'd say giving them the benefit of the doubt and saying that they bat in the area of a Marv Throneberry or a Bob Ueker, would be very generous. More to the point would be an average that was close to the worst batting pitcher in the National League.

To: Charles Tutt who wrote (40639)	1/19/2001 7:16:48 PM
From: Bob Kim	Respond to of 64865

Hey Charles, RE: batting average. At YE2000, I think every stock that Henry Blodget followed was down since inception of coverage at ML. For Tom Kraemer, only one of his recommended stocks was up and one of the stocks he wasn't recommending was up. Merrill tries to put out Focus 1's after the close so for the record they get the closing price that day for performance purposes (via WSJ), but they might not highlight the stock till the next morning. The strategy assumes that the stock will gap open. A few years ago, they might get 10-20% upside on the open. Analysts who suggest a Focus 1 that beats the market for 10 days or so (I don't remember the specifics) used to get a 10K bonus. I don't know if the bonus still exists. Interestingly, the Focus 1 list tends the recycle the same names over and over.