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To: Silver_Bullet who wrote (7923)	4/24/2002 9:03:39 AM
From: Bucky Katt	Respond to of 48461

`Big is Beautiful' No More From Bloomberg, and where were these guys 5 years ago?> ``It's no longer, `Big is beautiful,''' said Miles Seifert, chairman of Gray, Seifert & Co., which oversees $800 million. ``People can't wait to drop their large-cap stocks because they don't see the earnings potential.'' Seifert has loaded his Legg Mason Financial Services Fund with regional banks such as North Fork Bancorp and Texas Regional Bancshares, while avoiding larger rivals such as J.P. Morgan Chase & Co. The fund has climbed 9.6 percent this year. Small stocks sell at a 44 percent discount to large stocks based on price-to-sales ratios, according Satya Pradhuman, Merrill Lynch & Co.'s small-cap strategist. While the discount was deeper two years ago, it is still wider than at the start of a small-cap bull market in the early 1990's. This discrepancy persists because the gap in valuation created by ``the incredible run-up in large cap shares into 1999'' hasn't yet been unwound, Pradhuman said. The outperformance by small stocks could easily last another two years or more, he said. quote.bloomberg.com