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To: pbull who wrote (7864)6/14/2002 10:55:27 PM
From: pbull  Read Replies (1) | Respond to of 13815
 
drugs, biotech have really come back to earth. i can't remember the last time i saw mrk at a pe of 16. i'm just trying to find sectors that look ripe for institutions to rotate into, then pick the leader of the sector. i agree that we're close to making tradeable bottoms in a lot of bellweather type names.
what do you think of google.com? they're talking about doing an ipo with a mkt cap of $250 million. i looked at dclk, and it's still in the billions. there's a defense-related ipo out there, too. but for now, i'm just going to watch and see how they trade.

PB



To: pbull who wrote (7864)6/16/2002 1:36:53 AM
From: Boplicity  Respond to of 13815
 
The G&K method of investing was and is and always will be a flawed concept. The only thing G&K is good for is a finding trends and stocks that will benifit then to go for the ride while it last. You have to remember that you are dealing with techs stocks, which is here today gone tomorrow. boom, bust, boom all over again.

b


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