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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (15365)	8/29/2002 4:36:10 PM
From: Wallace Rivers	Respond to of 78748

Thanks, Bob: I guess it's a battle of the analysts MER vs. JPM! The Merrill report seems to allay fears, I have no idea when it came out, but it may be partly responsible for a recovery in price later in the day. Reg FD stuff seems believable, however, I would question how much DD the company did i.e. why did they schedule these conferences before doing the homework? FWIW, and you probably are already aware of this, but KR debt was beaten up today, acoording to one source there being no bids at one time. I guess that's what happens when everyone seeks the exit at once, and is probably panic driven.