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To: horsegirl48 who wrote (7425)	5/1/2002 2:15:52 PM
From: Venkie	Read Replies (2) \| Respond to of 13815

13:32 ET Merrill Lynch sees trading opportunity in tech, biotech Merrill Lynch notes that a valuation gap has widened between the tech and biotech groups, which may present a trading opportunity; firm notes that the multiples of the two tend to trade in sync, and that whenever there is a divergence they tend to revert by either one group's multiple expanding or the other group's shrinking. The recent run-up in tech appears to have left the biotech multiples at the lower-end of its trading range, and if the theory holds, it is likely that the biotech space will play catch-up to the expansion in tech multiples.

To: horsegirl48 who wrote (7425)	5/2/2002 8:41:05 AM
From: im a survivor	Respond to of 13815

<<These companies r becoming the new value stocks and nobody wants to touch them >> Maybe....but maybe it's the best time to buy.....If we pull a japan, then no, now is not a good time to buy most any equity...but if a recovery will be happening within 3 years, which is a pretty decent time frame...them maybe some stocks are worth slowly accumulating during these times.....plenty of quality companies are so beaten down, they are, as you said, becoming "value plays".....look at valuation of some of the networkers...big differance in csco, jnpr, extr, fdry, rstn and etc, etc......extr, fdry and rstn all seem to be doing very well, and all are pretty low valued......if they can continue to execute, my hope is that they see higher valuations....one day.....same with alot of stocks.....other stocks have too many outstanding shares to ever see their old highs in our lifetime....plus, there are some up and comers with very low floats and valuations, that actually are making a profit...maybe those will be good gainers.....IF....a recovery happens.....who knows? Certainly not I......too tough a market to try and figure out.....just buy quality and pray for the best......