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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (46786)	1/22/2002 11:51:33 AM
From: stockman_scott	Respond to of 65232

09:52 ET Merrill Lynch US Strategy : In their pre-open US strategy update, Merrill Lynch recommends booking tech sector gains and reallocating into drug stocks. Tech stocks significantly outperformed in Q4 and valuations are stretched to "bubble-like levels", while drug stocks are the cheapest in the history of the firm's data according to one measure. ____________________________ *I NEVER listen to ML since they are most often wrong -- they are a good contrarian indicator...=)

To: Dealer who wrote (46786)	1/22/2002 4:21:08 PM
From: Jim Willie CB	Respond to of 65232

Tyco likely will not see bankrupt units the exposure imho has alerted them to separate growth units from stagnant units Business Week nicely exposed their accounting sham to be similar to Cisco's they have no growth, only acquisitions the value of their business units will now properly be based on growth and balance sheets I seriously doubt any bankrupt units Tyco will probably saddle their debt within the balance sheets of the stagnating parts of the company then spin off the worthless shit to the public, thus raising some needed cash then urge their own employees to buy up the crapp / jim