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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: techanalyst1 who wrote (12712)	7/15/2002 2:04:20 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Semis : Merrill Lynch's Joe Osha recommends investors hold off on buying shares despite the recent sell-off; firm does not believe valuations are yet compensating investors for the ongoing lack of visibility into a recovery. Firm's stance for U.S. stocks continues to be cautious with 24 of the 33 stocks in their universe rated neutral or lower in the near term; notes that non-U.S. names continue to be notably cheaper than U.S. names. [I guess we're in the era now of just-in-time investing!]