Subject to Completion
Preliminary Pricing Supplement dated February 6, 2006
PRICING SUPPLEMENT
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(To prospectus supplement and prospectus dated February 25, 2005)
Pricing Supplement Number:
[GRAPHIC OMITTED]
1,000,000 Units
Merrill Lynch & Co., Inc.
Medium-Term Notes, Series C
Callable S&P 500(R) Index Market Index Target-Term Securities(R)
due March , 2010
(the "MITTS(R) Securities")
$10 principal amount per unit
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The MITTS Securities:
o The MITTS Securities are designed for investors who are willing to forego
interest payments on the MITTS Securities in exchange for the ability to
participate in increases in the level of the S&P 500 Index (index symbol
"SPX") over the term of the MITTS Securities.
o 100% principal protection on the maturity date.
o There will be no payments prior to the maturity date or date of early
redemption.
o We have applied to have the MITTS Securities listed on the American Stock
Exchange (the "AMEX") under the trading symbol "PDO". If approval of this
application is granted, the MITTS Securities will be listed on the
American Stock Exchange at the time of such approval. We make no
representation, however, that the MITTS Securities will be listed or, if
listed, will remain listed for the entire term of the MITTS Securities.
o The MITTS Securities will be senior unsecured debt securities of Merrill
Lynch & Co., Inc., denominated and payable in United States dollars, and
part of a series entitled "Medium-Term Notes, Series C". The MITTS
Securities will have the CUSIP No. .
o The settlement date is expected to be March , 2006.
Payment on the maturity date:
o Unless earlier redeemed, the amount you receive on the maturity date per
unit will be based upon the direction of and percentage change in the
level of the S&P 500 Index over the term of the MITTS Securities:
o If the level of the S&P 500 Index has increased, you will receive
the $10 principal amount per unit plus a supplemental redemption
amount equal to $10 multiplied by the percentage increase; or
o If the level of the S&P 500 Index has decreased or has not
increased, you will receive the $10 principal amount per unit.
Early Redemption:
o The MITTS Securities may be redeemed by us on any business day beginning
on March , 2009 to and including the maturity date upon ten business
days' notice. In the event that we elect to redeem the MITTS Securities,
you will only receive the relevant call price and you will not receive a
supplemental redemption amount based upon the level of the S&P 500 Index.
The call price will provide an annual percentage yield of 8.00% and
8.75%.
Information included in this pricing supplement supersedes
information in the accompanying prospectus supplement and prospectus to the
extent that it is different from that information.
Investing in the MITTS Securities involves risks that are described
in the "Risk Factors" section beginning on page PS-8 of this pricing
supplement and in the accompanying prospectus supplement.
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Per Unit Total
-------- -----
Public offering price (1)............................... $10.00 $
Underwriting discount (1)............................... $.20 $
Proceeds, before expenses, to Merrill Lynch & Co., Inc.. $9.80 $
(1) The public offering price and the underwriting discount for any
single transaction to purchase between 100,000 to 299,999 units will
be $9.95 per unit and $.15 per unit, respectively, for any single
transaction to purchase between 300,000 to 499,999 units will be
$9.90 per unit and $.10 per unit, respectively, and for any single
transaction to purchase 500,000 units or more will be $9.85 per unit
and $.05 per unit, respectively.
Neither the Securities and Exchange Commission nor any state
securities commission has approved or disapproved of these securities or
determined if this pricing supplement or the accompanying prospectus
supplement and prospectus is truthful or complete. Any representation to the
contrary is a criminal offense.
----------------------
Merrill Lynch & Co.
----------------------
The date of this pricing supplement is February , 2006.
"MITTS" and "Market Index Target-Term Securities" are registered service marks
of Merrill Lynch & Co., Inc.
"Standard & Poor's(R)," "Standard & Poor's 500" and "S&P(R)" are trademarks of
The McGraw-Hill Companies, Inc. and have been licensed for use by Merrill
Lynch, Pierce, Fenner & Smith Incorporated. Merrill Lynch & Co., Inc. is an
authorized sublicensee.
TABLE OF CONTENTS
Pricing Supplement
SUMMARY INFORMATION--Q&A..................................................PS-3
RISK FACTORS..............................................................PS-8
DESCRIPTION OF THE MITTS SECURITIES......................................PS-11
THE INDEX................................................................PS-17
UNITED STATES FEDERAL INCOME TAXATION....................................PS-21
ERISA CONSIDERATIONS.....................................................PS-26
USE OF PROCEEDS AND HEDGING..............................................PS-27
SUPPLEMENTAL PLAN OF DISTRIBUTION........................................PS-27
EXPERTS..................................................................PS-27
INDEX OF CERTAIN DEFINED TERMS...........................................PS-28
ANNEX A--CALL PRICE CALCULATION METHODOLOGY..............................PS-29
Prospectus Supplement
RISK FACTORS...............................................................S-3
DESCRIPTION OF THE NOTES...................................................S-4
UNITED STATES FEDERAL INCOME TAXATION.....................................S-21
PLAN OF DISTRIBUTION......................................................S-28
VALIDITY OF THE NOTES.....................................................S-29
Prospectus
Merrill Lynch & Co., Inc.....................................................2
Use of Proceeds..............................................................2
Ratio of Earnings to Fixed Charges and Ratio of Earnings to
Combined Fixed Charges and Preferred Stock Dividends.........................3
The Securities...............................................................3
Description of Debt Securities...............................................4
Description of Debt Warrants................................................15
Description of Currency Warrants............................................17
Description of Index Warrants...............................................18
Description of Preferred Stock..............................................24
Description of Depositary Shares............................................29
Description of Preferred Stock Warrants.....................................33
Description of Common Stock.................................................35
Description of Common Stock Warrants........................................38
Plan of Distribution........................................................41
Where You Can Find More Information.........................................42
Incorporation of Information We File With the SEC...........................42
Experts.....................................................................43
PS-2
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SUMMARY INFORMATION--Q&A
This summary includes questions and answers that highlight selected
information from this pricing supplement and the accompanying prospectus
supplement and prospectus to help you understand the Callable S&P 500 Index
Market Index Target-Term Securities(R) due March , 2010 (the "MITTS
Securities"). You should carefully read this pricing supplement and the
accompanying prospectus supplement and prospectus to fully understand the
terms of the MITTS Securities, the S&P 500 Index (the "Index") and the tax and
other considerations that are important to you in making a decision about
whether to invest in the MITTS Securities. You should carefully review the
"Risk Factors" sections in this pricing supplement and the accompanying
prospectus supplement, which highlight certain risks associated with an
investment in the MITTS Securities, to determine whether an investment in the
MITTS Securities is appropriate for you.
References in this pricing supplement to "ML&Co.", "we", "us" and
"our" are to Merrill Lynch & Co., Inc. and references to "MLPF&S" are to
Merrill Lynch, Pierce, Fenner & Smith Incorporated.
What are the MITTS Securities?
The MITTS Securities are part of a series of senior debt securities
issued by ML&Co. entitled "Medium-Term Notes, Series C" and will not be
secured by collateral. The MITTS Securities will rank equally with all of our
other unsecured and unsubordinated debt. The MITTS Securities will mature on
March , 2010. We will not make any payments on the MITTS Securities until the
maturity date or the date of early redemption as applicable.
Each unit of MITTS Securities represents a single MITTS Security
with a $10 principal amount. You may transfer the MITTS Securities only in
whole units. You will not have the right to receive physical certificates
evidencing your ownership except under limited circumstances. Instead, we will
issue the MITTS Securities in the form of a global certificate, which will be
held by The Depository Trust Company, also known as DTC, or its nominee.
Direct and indirect participants in DTC will record your ownership of the
MITTS Securities. You should refer to the section entitled "Description of the
Debt Securities--Depositary" in the accompanying prospectus.
Are there any risks associated with my investment?
Yes, an investment in the MITTS Securities is subject to risks.
Please refer to the section entitled "Risk Factors" in this pricing supplement
and the accompanying prospectus supplement.
Who publishes the Index and what does the Index measure?
The S&P 500 Index is published by Standard & Poor's, a division of
The McGraw-Hill Companies, Inc. ("Standard & Poor's" or "S&P" ) and is
intended to provide an indication of the pattern of common stock price
movement. The value of the Index is based on the relative value of the
aggregate market value of the common stocks of 500 companies as of a
particular time compared to the aggregate average market value of the common
stocks of 500 similar companies during the base period of the years 1941
through 1943. As of December 30, 2005, 425 companies, or 85.8% of the market
capitalization of the Index, traded on the New York Stock Exchange ("NYSE" )
and 75 companies, or 14.2% of the market capitalization of the Index, traded
on The Nasdaq Stock Market ("Nasdaq"). Standard & Poor's chooses companies for
inclusion in the Index with the aim of achieving a distribution by broad
industry groupings that approximates the distribution of these groupings in
the common stock population of the Standard & Poor's Stock Guide Database,
which Standard & Poor's uses as an assumed model for the composition of the
total market. For more information on the Index, please see the section
entitled "The Index" in this pricing supplement.
The MITTS Securities are debt obligations of ML&Co. An investment in
the MITTS Securities does not entitle you to any ownership interest in the
stocks included in the Index.
How has the Index performed historically?
We have included a graph showing the year-end closing levels of the
Index for each year from 1946 to 2005 and a table and a graph showing the
historical month-end closing levels of the Index from January 2001 through
January 2006, in the section entitled "The Index--Historical Data on the
PS-3
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Index" in this pricing supplement. We have provided this historical
information to help you evaluate the behavior of the Index in various economic
environments; however, past performance of the Index is not necessarily
indicative of how the Index will perform in the future.
What will I receive on the maturity date of the MITTS Securities?
Unless earlier redeemed by us, on the maturity date, you will
receive a cash payment per unit equal to the sum of the $10 principal amount
per unit plus the "Supplemental Redemption Amount", if any.
Supplemental Redemption Amount
The "Supplemental Redemption Amount" will equal:
(Ending Value - Starting Value)
$10 x (-----------------------------)
( Starting Value )
but will not be less than zero.
The "Starting Value" will equal the closing level of the Index on
the date the MITTS Securities are priced for initial sale to the public (the
"Pricing Date"). The Starting Value will be set forth in the final pricing
supplement made available in connection with sales of the MITTS Securities.
The "Ending Value" will equal the average of the levels of the Index
at the close of the market on five days shortly before the maturity date of
the MITTS Securities. We may calculate the Ending Value by reference to fewer
than five or even a single day's closing level if, during the period shortly
before the maturity date of the MITTS Securities, there is a disruption in the
trading of a sufficient number of stocks included in the Index or certain
futures or option contracts relating to the Index.
For more specific information about the Supplemental Redemption
Amount, please see the section entitled "Description of the MITTS Securities"
in this pricing supplement.
We will pay you a Supplemental Redemption Amount only if the MITTS
Securities have not been redeemed by us and the Ending Value is greater than
the Starting Value. If the Ending Value is less than, or equal to, the
Starting Value, the Supplemental Redemption Amount will be zero.
If we redeem the MITTS Securities on or prior to their stated
maturity date, we will pay you the applicable Call Price, but we will not pay
you any Supplemental Redemption Amount. We will pay you the $10 principal
amount per unit of your MITTS Securities regardless of whether any
Supplemental Redemption Amount is payable.
How does the early redemption feature work?
We may redeem the MITTS Securities on any Business Day beginning on
March , 2009, through and including the maturity date (the day on which the
call occurs, if any, being the "Call Date") by giving notice ten Business Days
prior to the Call Date specifying the Call Date and applicable Call Price
payable on the Call Date. The "Call Price" on any Call Date is the amount of
cash, per MITTS Security, that will provide the Call Yield.
The "Call Yield" will be a fixed percentage of between 8.00% and
8.75%. The actual Call Yield will be determined on the Pricing Date and set
forth in the final pricing supplement made available in connection with sales
of the MITTS Securities.
A "Business Day" is any day other than a Saturday or Sunday that is
neither a legal holiday nor a day on which banking institutions in The City of
New York are authorized by law, regulation or executive order to close.
If we call the MITTS Securities on or prior to their stated maturity
date, you will receive the Call Price, but will not receive any Supplemental
Redemption Amount. If we do not call the MITTS Securities on or prior to the
maturity date, the sum of the principal amount and the Supplemental Redemption
Amount, if any, that you receive at the maturity date may be less than the
Call Price had the MITTS Securities been called. Please refer to the heading
entitled "Risk Factors--MITTS Securities are subject to early redemption at
the option of ML&Co." for special risk considerations relating to the call
feature.
Will I receive interest payments on the MITTS Securities?
You will not receive any interest payments on the MITTS Securities,
but you will receive either the $10 principal amount per unit plus the
Supplemental Redemption Amount, if any, on the maturity date or the Call Price
if the MITTS
PS-4
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Examples
Set forth below are three examples of Supplemental Redemption Amount
calculations assuming the MITTS Securities have not been redeemed by us and a
hypothetical Starting Value of 1,285.20, the closing level of the Index on
January 30, 2006:
Example 1--The hypothetical Ending Value is 50% of the hypothetical Starting
Value:
Hypothetical Starting Value: 1,285.20
Hypothetical Ending Value: 642.60
(642.60 - 1,285.20) (Supplemental Redemption
Supplemental Redemption Amount (per unit) = $10 x (-----------------) = $0 Amount cannot be less than
( 1,285.20 ) zero)
Total payment on the maturity date (per unit) = $10 + $0 = $10
In this example, an investor's Supplemental Redemption Amount is zero, which
corresponds to an annualized yield of 0%.
Example 2--The hypothetical Ending Value is 130% of the hypothetical Starting
Value:
Hypothetical Starting Value: 1,285.30
Hypothetical Ending Value: 1,670.76
(1,670.76 - 1,285.20)
Supplemental Redemption Amount (per unit) = $10 x (-------------------) = $3.00
( 1,285.20 )
Total payment on the maturity date (per unit) = $10 + $3 = $13
In this example, the Supplemental Redemption Amount corresponds to an
annualized yield of 6.77%.
Example 3--The hypothetical Ending Value is 150% of the hypothetical Starting
Value:
Hypothetical Starting Value: 1,285.20
Hypothetical Ending Value: 1,927.80
(1,927.80 - 1,285.20)
Supplemental Redemption Amount (per unit) = $10 x (-------------------) = $5.00
( 1,285.20 )
Total payment on the maturity date (per unit) = $10 + $5 = $15
In this example, the Supplemental Redemption Amount corresponds to an
annualized yield of 10.65%. This yield would exceed the Call Yield; and,
because we would be expected to call the MITTS Securities if we expected the
yield on the maturity date were to exceed the Call Yield, you should not
expect to receive a yield greater than the Call Yield.
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Securities are called by us. We have designed the MITTS Securities for
investors who are willing to forego interest payments on the MITTS Securities,
such as fixed or floating interest rates paid on traditional interest bearing
debt securities, in exchange for the ability to participate in possible
increases in the Index over the term of the MITTS Securities or to receive the
Call Price.
PS-5
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What about taxes?
Each year, you will be required to pay taxes on ordinary income from
the MITTS Securities over their term based upon an estimated yield for the
MITTS Securities, even though you will not receive any payments from us until
the maturity date or on a Call Date if we call the MITTS Securities prior to
the maturity date. We have determined this estimated yield, in accordance with
regulations issued by the U.S. Treasury Department, solely in order for you to
calculate the amount of taxes that you will owe each year as a result of
owning a MITTS Security. This estimated yield is neither a prediction nor a
guarantee of what the actual Supplemental Redemption Amount will be, or that
the actual Supplemental Redemption Amount will even exceed zero. We have
determined that this estimated yield will equal % per annum, compounded
semi-annually.
Based upon this estimated yield, if you pay your taxes on a calendar
year basis and if you purchase a MITTS Security for $10 and hold the MITTS
Security until the maturity date, you will be required to pay taxes on the
following amounts of ordinary income from the MITTS Security each year: $ in
2006, $ in 2007, $ in 2008, $ in 2009 and $ in 2010. However, in 2010, the
amount of ordinary income that you will be required to pay taxes on from
owning each MITTS Security may be greater or less than $ , depending upon the
Supplemental Redemption Amount, if any, you receive. Also, if the Supplemental
Redemption Amount is less than $ , you may have a loss which you could deduct
against other income you may have in 2010, but under current tax regulations,
you would neither be required nor allowed to amend your tax returns for prior
years. For further information, see "United States Federal Income Taxation" in
this pricing supplement.
Will the MITTS Securities be listed on a stock exchange?
We have applied to have the MITTS Securities listed on the AMEX
under the trading symbol "PDO". If approval of this application is granted,
the MITTS Securities will be listed on the AMEX at the time of such approval.
We make no representation, however, that the MITTS Securities will be listed
on the AMEX or, if listed, will remain listed for the entire term of the MITTS
Securities. In any event, you should be aware that the listing of the MITTS
Securities on the AMEX will not necessarily ensure that a liquid trading
market will be available for the MITTS Securities. You should review the
section entitled "Risk Factors--There may be an uncertain trading market for
the MITTS Securities and the market price you may receive or be quoted for
your MITTS Securities on a date prior to the stated maturity date will be
affected by this and other important factors including our costs of
developing, hedging and distributing the MITTS Securities" in this pricing
supplement.
What price can I expect to receive if I sell the MITTS Securities prior to the
stated maturity date?
In determining the economic terms of the MITTS Securities, and
consequently the potential return on the MITTS Securities to you, a number of
factors are taken into account. Among these factors are certain costs
associated with creating, hedging and offering the MITTS Securities. In
structuring the economic terms of the MITTS Securities, we seek to provide
investors with what we believe to be commercially reasonable terms and to
provide MLPF&S with compensation for its services in developing the
securities.
If you sell your MITTS Securities prior to the stated maturity date,
you will receive a price determined by market conditions for the security.
This price may be influenced by many factors, such as interest rates,
volatility and the current level of the Index. In addition, the price, if any,
at which you could sell your MITTS Securities in a secondary market
transaction is expected to be affected by the factors that we considered in
setting the economic terms of the MITTS Securities, namely the underwriting
discount paid in respect of the MITTS Securities, and compensation for
developing and hedging the product. Depending on the impact of these factors,
you may receive significantly less than the principal amount of your MITTS
Securities if sold before the stated maturity date.
In a situation where there had been no movement in the level of the
Index and no changes in the market conditions from those existing on the date
of this pricing supplement, the price, if any, at which you could sell your
MITTS Securities in a secondary market transaction is expected to be lower
than the original issue price. This is due to, among other things, our costs
of developing, hedging and distributing the MITTS Securities. Any potential
purchasers for your MITTS Securities in the secondary market are unlikely to
consider these factors.
What is the role of MLPF&S?
Our subsidiary MLPF&S is the underwriter for the offering and sale
of the MITTS Securities. After the initial offering, MLPF&S currently intends
to buy and sell the MITTS
PS-6
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Securities to create a secondary market for holders of the MITTS Securities,
and may stabilize or maintain the market price of the MITTS Securities during
their initial distribution. However, MLPF&S will not be obligated to engage in
any of these market activities or continue them once it has started.
MLPF&S will also be our agent ("Calculation Agent") for purposes of
calculating, among other things, the Ending Value, the Supplemental Redemption
Amount and the Call Price, as applicable. Under certain circumstances, these
duties could result in a conflict of interest between MLPF&S as our subsidiary
and its responsibilities as Calculation Agent.
Who is ML&Co.?
Merrill Lynch & Co., Inc. is a holding company with various
subsidiaries and affiliated companies that provide investment, financing,
insurance and related services on a global basis.
For information about ML&Co., see the section entitled "Merrill
Lynch & Co., Inc." in the accompanying prospectus. You should also read other
documents ML&Co. has filed with the Securities and Exchange Commission, which
you can find by referring to the section entitled "Where You Can Find More
Information" in the accompanying prospectus.
PS-7
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RISK FACTORS
Your investment in the MITTS Securities will involve risks. You
should carefully consider the following discussion of risks and the discussion
of risks included in the accompanying prospectus supplement before deciding
whether an investment in the MITTS Securities is suitable for you.
You may not earn a return on your investment
If the Ending Value does not exceed the Starting Value on the
maturity date, the Supplemental Redemption Amount will be $0. This will be
true even if the level of the Index was higher than the Starting Value at some
time during the life of the MITTS Securities but later falls below the
Starting Value. If the Supplemental Redemption Amount is $0, we will pay you
only the $10 principal amount per unit of your MITTS Securities.
Your yield may be lower than other debt securities of comparable maturity
The yield that you will receive on the MITTS Securities may be less
than the return you could earn on other investments. Your yield may be less
than the yield you would earn if you bought a traditional interest bearing
debt security of ML&Co. with the same stated maturity date. Your investment
may not reflect the full opportunity cost to you when you take into account
factors that affect the time value of money.
The MITTS Securities are subject to early redemption at the option of ML&Co.
We may redeem all of the MITTS Securities on any Business Day
beginning March , 2009 to and including the maturity date. In the event that
we elect to redeem the MITTS Securities, you will receive only the Call Price,
and you will not be entitled to receive any Supplemental Redemption Amount.
You therefore should not expect to receive a return on the MITTS Securities
greater than the Call Yield represented by the Call Price.
Your return will not reflect the return of owning the stocks included in the
Index
The return on your MITTS Securities will not reflect the return you
would realize if you owned the stocks included in the Index and received the
dividends paid on those stocks because the value of the Index is calculated by
reference to the prices of the stocks included in the Index without taking
into consideration the value of dividends paid on those stocks.
There may be an uncertain trading market for the MITTS Securities and the
market price you may receive or be quoted for your MITTS Securities on a date
prior to the stated maturity date will be affected by this and other important
factors including our costs of developing, hedging and distributing the MITTS
Securities
We have applied to have the MITTS Securities listed on the AMEX
under the trading symbol "PDO". If approval of this application is granted,
the MITTS Securities will be listed on the AMEX at the time of such approval.
We make no representation, however, that the MITTS Securities will be listed
on the AMEX, or if listed, will remain listed for the entire term of the MITTS
Securities. In any event, you should be aware that the listing of the MITTS
Securities on the AMEX does not ensure that a trading market will develop for
the MITTS Securities. If a trading market does develop, there can be no
assurance that there will be liquidity in the trading market. The development
of a trading market for the Notes will depend on our financial performance and
other factors, including changes in the level of the Index.
If the trading market for the MITTS Securities is limited, there may
be a limited number of buyers for your MITTS Securities which may affect the
price you receive if you do not wish to hold your investment until the stated
maturity date.
If a market-maker (which may be MLPF&S) makes a market in the MITTS
Securities, the price it quotes would reflect any changes in market conditions
and other relevant factors. In addition, the price at which you could sell
your MITTS Securities in a secondary market transaction is expected to be
affected by the factors that we considered in setting the economic terms of
the MITTS Securities, namely the underwriting discount paid in respect of the
MITTS Securities and other costs associated with the MITTS Securities, and
compensation for developing and hedging the product. This quoted price could
be higher or lower than the principal amount. MLPF&S is not obligated to make
a market in the MITTS Securities.
PS-8
Assuming there is no change in the level of the Index and no change
in market conditions or any other relevant factors, the price at which a
purchaser (which may include MLPF&S) might be willing to purchase your Notes
in a secondary market transaction is expected to be lower than the principal
amount. This is due to, among other things, the fact that the principal amount
included, and secondary market prices are likely to exclude, underwriting
discount paid with respect to, and the developing and hedging costs associated
with, the MITTS Securities.
Many factors affect the trading value of the MITTS Securities; these factors
interrelate in complex ways and the effect of any one factor may offset or
magnify the effect of another factor
The trading value of the MITTS Securities will be affected by
factors that interrelate in complex ways. The effect of one factor may offset
the increase in the trading value of the MITTS Securities caused by another
factor and the effect of one factor may exacerbate the decrease in the trading
value of the MITTS Securities caused by another factor. For example, an
increase in United States interest rates may offset some or all of any
increase in the trading value of the MITTS Securities attributable to another
factor, such as an increase in the level of the Index. The following
paragraphs describe the expected impact on the trading value of the MITTS
Securities given a change in a specific factor, assuming all other conditions
remain constant.
The level of the Index is expected to affect the trading value of
the MITTS Securities. We expect that the market value of the MITTS Securities
will depend substantially on the amount, if any, by which the level of the
Index exceeds or does not exceed the Starting Value. However, if you choose to
sell your MITTS Securities when the value of the Index exceeds the Starting
Value, you may receive substantially less than the amount that would be
payable on the maturity date based on that value because of the expectation
that the Index will continue to fluctuate until the Ending Value is
determined.
Changes in the levels of interest rates are expected to affect the
trading value of the MITTS Securities. We expect that changes in interest
rates will affect the trading value of the MITTS Securities. Generally, if
United States interest rates increase, we expect the trading value of the
MITTS Securities will decrease and, conversely, if United States interest
rates decrease, we expect the trading value of the MITTS Securities will
increase.
Changes in the volatility of the Index are expected to affect the
trading value of the MITTS Securities. Volatility is the term used to describe
the size and frequency of price and/or market fluctuations. If the volatility
of the Index increases or decreases, the trading value of the MITTS Securities
may be adversely affected.
As the time remaining to the stated maturity date of the MITTS
Securities decreases, the "time premium" associated with the MITTS Securities
is expected to decrease. We anticipate that before their stated maturity date,
the MITTS Securities may trade at a value above that which would be expected
based on the level of interest rates and the level of the Index. This
difference will reflect a "time premium" due to expectations concerning the
level of the Index during the period before the stated maturity date of the
MITTS Securities. However, as the time remaining to the stated maturity date
of the MITTS Securities decreases, we expect that this time premium will
decrease, lowering the trading value of the MITTS Securities.
Changes in our credit ratings may affect the trading value of the
MITTS Securities. Our credit ratings are an assessment of our ability to pay
our obligations. Consequently, real or anticipated changes in our credit
ratings may affect the trading value of the MITTS Securities. However, because
the return on your MITTS Securities is dependent upon factors in addition to
our ability to pay our obligations under the MITTS Securities, such as the
percentage increase, if any, in the level of the Index over the term of the
MITTS Securities, an improvement in our credit ratings will not reduce the
other investment risks related to the MITTS Securities.
In general, assuming all relevant factors are held constant, we
expect that the effect on the trading value of the MITTS Securities of a given
change in some of the factors listed above will be less if it occurs later in
the term of the MITTS Securities than if it occurs earlier in the term of the
MITTS Securities. We expect, however that the effect on the trading value of
the MITTS Securities of a given change in the level of the Index will be
greater if it occurs later in the term of the MITTS Securities than if it
occurs earlier in the term of the MITTS Securities.
PS-9
Purchases and sales by us and our affiliates may affect your return
We and our affiliates may from time to time buy or sell the stocks
included in the Index or futures or options contracts on the Index for our own
accounts for business reasons and we expect to enter into these transactions
in connection with hedging our obligations under the MITTS Securities. These
transactions could affect the price of these stocks and, in turn, the level of
the Index in a manner that would be adverse to your investment in the MITTS
Securities.
Potential conflicts
Our subsidiary MLPF&S is our agent for the purposes of calculating,
among other things, the Ending Value, the Supplemental Redemption Amount and
the Call Price, as applicable. Under certain circumstances, MLPF&S as our
subsidiary and its responsibilities as Calculation Agent for the MITTS
Securities could give rise to conflicts of interests. These conflicts could
occur, for instance, in connection with its determination as to whether a
level of the Index can be calculated on a particular Business Day, or in
connection with judgments that it would be required to make in the event of a
discontinuance or the unavailability of the Index. See the section entitled
"Description of the MITTS Securities--Adjustments to the Index; Market
Disruption Events" and "--Discontinuance of the Index" in this pricing
supplement. MLPF&S is required to carry out its duties as Calculation Agent in
good faith and using its reasonable judgment. However, because we control
MLPF&S, potential conflicts of interest could arise.
We expect to enter into arrangements to hedge the market risks
associated with our obligation to pay the amounts due on the maturity date on
the MITTS Securities. We may seek competitive terms in entering into the
hedging arrangements for the MITTS Securities, but are not required to do so,
and we may enter into such hedging arrangements with one of our subsidiaries
or affiliated companies. Such hedging activity is expected to result in a
profit to those engaging in the hedging activity, which could be more or less
than initially expected, but which could also result in a loss for the hedging
counterparty.
ML&Co. or its affiliates may presently or from time to time engage
in business with one or more of the companies included in the Index, including
extending loans to, or making equity investments in, those companies or
providing advisory services to those companies, including merger and
acquisition advisory services. In the course of business, ML&Co. or its
affiliates may acquire non-public information relating to those companies and,
in addition, one or more affiliates of ML&Co. may publish research reports
about those companies. ML&Co. does not make any representation to any
purchasers of the MITTS Securities regarding any matters whatsoever relating
to the companies included in the Index. Any prospective purchaser of the MITTS
Securities should undertake an independent investigation of the companies
included in the Index as in its judgment is appropriate to make an informed
decision regarding an investment in the MITTS Securities. The composition of
the Index does not reflect any investment recommendations of ML&Co. or its
affiliates.
Tax consequences
You should consider the tax consequences of investing in the MITTS
Securities. See "United States Federal Income Taxation" in this pricing
supplement.
PS-10
DESCRIPTION OF THE MITTS SECURITIES
ML&Co. will issue the MITTS Securities as part of a series of senior
debt securities entitled "Medium-Term Notes, Series C" under the 1983
Indenture, which is more fully described in the accompanying prospectus. The
MITTS Securities will mature on March , 2010. Information included in this
pricing supplement supersedes information in the accompanying prospectus
supplement and prospectus to the extent that it is different from that
information. The CUSIP number for the MITTS Securities is .
While on the maturity date a holder of a MITTS Security will receive
either (i) an amount equal to the sum of the $10 principal amount per unit
plus the Supplemental Redemption Amount, if any, or (ii) the Call Price (as
defined below) if we call the MITTS Securities, there will be no other payment
of interest, periodic or otherwise. See the section entitled "--Payment on the
Maturity Date" in this pricing supplement.
The MITTS Securities will not be subject to redemption at the option
of any holder of the MITTS Securities before the maturity date.
ML&Co. will issue the MITTS Securities in denominations of whole
units each with a $10 principal amount per unit. You may transfer the MITTS
Securities only in whole units. You will not have the right to receive
physical certificates evidencing your ownership except under limited
circumstances. Instead, we will issue the MITTS Securities in the form of a
global certificate, which will be held by The Depository Trust Company, also
known as DTC, or its nominee. Direct and indirect participants in DTC will
record your ownership of the MITTS Securities. You should refer to the section
entitled "Description of the Debt Securities--Depositary" in the accompanying
prospectus.
The MITTS Securities will not have the benefit of any sinking fund.
Payment on the Maturity Date
Unless we redeem the MITTS Securities, on the maturity date, you
will be entitled to receive the sum of the $10 principal amount per unit plus
a Supplemental Redemption Amount, as provided below. If the Ending Value does
not exceed the Starting Value and we do not redeem the MITTS Securities, you
will be entitled to receive only the $10 principal amount per unit of the
MITTS Security.
Determination of the Supplemental Redemption Amount
The "Supplemental Redemption Amount" per unit will be determined by
the Calculation Agent and will equal:
( Ending Value - Starting Value )
$10 x (-------------------------------)
( Starting Value )
provided, however, that in no event will the Supplemental Redemption Amount be
less than zero. Due to our ability to call the MITTS Securities, you should
not expect to obtain a yield in excess of the Call Yield, as defined below.
The "Starting Value" will equal the closing level of the Index on
the date the MITTS Securities are priced for initial sale to the public (the
"Pricing Date"). The actual Starting Value will be set forth in the final
pricing supplement made available in connection with sales of the MITTS
Securities.
The "Ending Value" will be equal the average of the closing levels
of the Index, determined on each of the five Calculation Days during the
Calculation Period. If there are fewer than five Calculation Days during the
Calculation Period, then the Ending Value will equal the average of the
closing levels of the Index on those Calculation Days. If there is only one
Calculation Day during the Calculation Period, then the Ending Value will
equal the closing level of the Index on that Calculation Day. If no
Calculation Days occur during the Calculation Period, then the Ending Value
will equal the closing level of the Index determined on the last scheduled
Index
PS-11
Business Day in the Calculation Period, regardless of the occurrence of a
Market Disruption Event (as described below under "--Adjustments to the Index;
Market Disruption Events") on that scheduled Index Business Day.
The "Calculation Period" means the period from and including the
seventh scheduled Index Business Day before the maturity date to and including
the second scheduled Index Business Day before the maturity date.
A "Calculation Day" means any Index Business Day during the
Calculation Period on which a Market Disruption Event has not occurred.
An "Index Business Day" means any day on which the New York Stock
Exchange ("NYSE") and the Nasdaq Stock Market (the "Nasdaq") are open for
trading and the Index or any successor index is calculated and published.
All determinations made by the Calculation Agent, absent a
determination of a manifest error, will be conclusive for all purposes and
binding on ML&Co. and the holders and beneficial owners of the MITTS
Securities.
PS-12
Hypothetical returns
The following table illustrates, for the hypothetical Starting Value
of 1,285.20 and a range of hypothetical Ending Values of the Index:
o the percentage change from the hypothetical Starting Value to
the hypothetical Ending Value;
o the total amount payable on the maturity date for each unit of
MITTS Securities;
o the total rate of return to holders of the MITTS Securities;
o the pretax annualized rate of return to holders of MITTS
Securities; and
o the pretax annualized rate of return of an investment in the
stocks included in the Index.
This table assumes the MITTS Securities would be called if it
appeared that the payment due on the maturity date would result in an
annualized yield greater than 8.375%, the midpoint of the expected range of
the Call Yield of 8.00% to 8.75%.
Hypothetical Percentage Total amount Total Pretax Pretax
Ending change from the payable on the rate annualized annualized
Value hypothetical maturity date per of return rate of rate of return
during the Starting Value to unit of the on the return on of stocks
Calculation the hypothetical MITTS MITTS the MITTS included in
Period Ending Value Securities Securities Securities the Index (1)(2)
-------------------- --------------------- --------------------- ------------- -------------- ----------------
514.08 -60.00% $10.0000 0.00% 0.000% -18.49%
642.60 -50.00% $10.0000 0.00% 0.000% -14.08%
771.12 -40.00% $10.0000 0.00% 0.000% -10.24%
899.64 -30.00% $10.0000 0.00% 0.000% -6.82%
1,028.16 -20.00% $10.0000 0.00% 0.000% -3.72%
1,156.68 -10.00% $10.0000 0.00% 0.000% -0.87%
1,285.20(3) 0.00% $10.0000 0.00% 0.000% 1.78%
1,349.46 5.00% $10.5000 5.00% 1.226% 3.03%
1,413.72 10.00% $11.0000 10.00% 2.408% 4.25%
1,477.98 15.00% $11.5000 15.00% 3.551% 5.42%
1,542.24 20.00% $12.0000 20.00% 4.657% 6.57%
1,606.50 25.00% $12.5000 25.00% 5.729% 7.68%
1,670.76 30.00% $13.0000 30.00% 6.769% 8.77%
1,735.02 35.00% $13.5000 35.00% 7.780% 9.82%
1,799.28 40.00% $13.8009 38.01% 8.375% 10.85%
1,863.54 45.00% $13.8009 38.01% 8.375% 11.86%
1,927.80 50.00% $13.8009 38.01% 8.375% 12.84%
- -----------------------
(1) The annualized rates of return specified in the preceding table are
calculated on a semiannual bond equivalent basis and assume an investment
term from January 31, 2006 to February 1, 2010, a term expected to be
equal to that of the MITTS Securities.
(2) This rate of return assumes:
(a) a percentage change in the aggregate price of the stocks
included in the Index that equals the percentage change in the
Index from the hypothetical Starting Value to the relevant
hypothetical Ending Value; and
(b) no transaction fees or expenses.
(3) This is the hypothetical Starting Value. The actual Starting Value will
be set forth in the final pricing supplement made available in connection
with the sale of the MITTS Securities.
The above figures are for purposes of illustration only. The actual
Supplemental Redemption Amount received by you, if any, and the resulting
total and pretax annualized rate of return will depend on the actual Starting
Value, Ending Value, the Call Yield, the term of your investment and whether
we elect to redeem the MITTS Securities on or prior to the maturity date.
PS-13
Adjustments to the Index; Market Disruption Events
If at any time Standard & Poor's changes its method of calculating
the Index, or the level of the Index changes, in any material respect, or if
the Index is in any other way modified so that the Index does not, in the
opinion of the Calculation Agent, fairly represent the level of the Index had
those changes or modifications not been made, then, from and after that time,
the Calculation Agent will, at the close of business in New York, New York, on
each date that the closing level of the Index is to be calculated, make those
adjustments as, in the good faith judgment of the Calculation Agent, may be
necessary in order to arrive at a calculation of a level of a stock index
comparable to the Index as if those changes or modifications had not been
made, and calculate the closing level with reference to the Index, as so
adjusted. Accordingly, if the method of calculating the Index is modified so
that the level of the Index is a fraction or a multiple of what it would have
been if it had not been modified, e.g., due to a split, then the Calculation
Agent will adjust the Index in order to arrive at a level of the Index as if
it had not been modified, e.g., as if a split had not occurred.
"Market Disruption Event" means any of the following events as
determined by the Calculation Agent:
(A) the suspension of or material limitation on trading for more
than two hours of trading, or during the one-half hour period
preceding the close of trading, on the applicable exchange
(without taking into account any extended or after-hours
trading session), in 20% or more of the stocks which then
comprise the Index or any successor index; or
(B) the suspension of or material limitation on trading, in each
case, for more than two hours of trading, or during the
one-half hour period preceding the close of trading, on the
applicable exchange (without taking into account any extended
or after-hours trading session), whether by reason of movements
in price otherwise exceeding levels permitted by the relevant
exchange or otherwise, in option contracts or futures contracts
related to the Index, or any successor index, which are traded
on any major U.S. exchange.
For the purpose of determining whether a Market Disruption Event has
occurred:
(1) a limitation on the hours in a trading day and/or number of
days of trading will not constitute a Market Disruption Event
if it results from an announced change in the regular business
hours of the applicable exchange;
(2) a suspension in trading in a futures or option contract on the
Index or any successor index to the Index, by a major
securities market by reason of (a) a price change violating
limits set by that securities market, (b) an imbalance of
orders relating to those contracts or (c) a disparity in bid
and ask quotes relating to those contracts will constitute a
suspension of or material limitation on trading in futures or
option contracts related to that index;
(3) a suspension of or material limitation on trading on the
applicable exchange will not include any time when that
exchange is closed for trading under ordinary circumstances.
(4) for the purpose of clause (a) above, any limitations on trading
during significant market fluctuations under NYSE Rule 80B, or
any applicable rule or regulation enacted or promulgated by the
NYSE or any other self regulatory organization or the
Securities and Exchange Commission of similar scope as
determined by the calculation agent, will be considered
"material".
The occurrence of a Market Disruption Event could affect the
calculation of the payment you may receive on the maturity date. See the
section entitled "--Payment on the Maturity Date" in this pricing supplement.
Discontinuance of the Index
If Standard & Poor's discontinues publication of the Index and
Standard & Poor's or another entity publishes a successor or substitute index
that the Calculation Agent determines, in its sole discretion, to be
comparable to the Index (a "successor index"), then, upon the Calculation
Agent's notification of that determination to the trustee and ML&Co., the
Calculation Agent will substitute the successor index as calculated by
PS-14
Standard & Poor's or any other entity for the Index and calculate the Ending
Value as described above under "--Payment on the Maturity Date". Upon any
selection by the Calculation Agent of a successor index, ML&Co. will cause
notice to be given to holders of the MITTS Securities.
In the event that Standard & Poor's discontinues publication of the
Index and:
o the Calculation Agent does not select a successor index; or
o the successor index is not published on any of the Calculation
Days,
the Calculation Agent will compute a substitute level for the Index in
accordance with the procedures last used to calculate the Index before any
discontinuance. If a successor index is selected or the Calculation Agent
calculates a level as a substitute for the Index as described below, the
successor index or level will be used as a substitute for the Index for all
purposes, including for the purpose of determining whether a Market Disruption
Event exists.
If Standard & Poor's discontinues publication of the Index before
the Calculation Period and the Calculation Agent determines that no successor
index is available at that time, then on each Business Day until the earlier
to occur of:
o the determination of the Ending Value; and
o a determination by the Calculation Agent that a successor index
is available,
the Calculation Agent will determine the value that would be used in computing
the Supplemental Redemption Amount as described in the preceding paragraph as
if that day were a Calculation Day. The Calculation Agent will cause notice of
each value to be published not less often than once each month in The Wall
Street Journal or another newspaper of general circulation and arrange for
information with respect to these values to be made available by telephone.
A "Business Day" is any day other than a Saturday or Sunday that is
neither a legal holiday nor a day on which banking institutions in The City of
New York are authorized by law, regulation or executive order to close.
Notwithstanding these alternative arrangements, discontinuance of
the publication of the Index may adversely affect trading in the MITTS
Securities.
Early Redemption of the MITTS Securities at the Option of ML&Co.
ML&Co., in its sole discretion, may call the MITTS Securities, in
whole but not in part, on any Business Day beginning on March , 2009 to and
including the stated maturity date (the date on which the call, if any, occurs
being the "Call Date") by giving notice to the trustee on any Business Day at
least ten Business Days prior to the Call Date. The notice to the trustee will
specify the Call Date and Call Price. The "Call Price" on the Call Date will
be the amount of cash per unit of MITTS Securities, that will provide an
annualized yield equal to the Call Yield.
If ML&Co. redeems the MITTS Securities on or prior to their stated
maturity date, you will receive the Call Price, but will not receive any
Supplemental Redemption Amount. If ML&Co. does not redeem the MITTS Securities
on or prior to the maturity date, the sum of the principal amount and the
Supplemental Redemption Amount, if any, that you receive on the maturity date
is expected to be less than the Call Price had the MITTS Securities been
redeemed.
The "Call Yield" will be a fixed percentage of between 8.00% and
8.75%. The actual Call Yield will be determined on the Pricing Date and will
be set forth in the final pricing supplement made available in connection with
sales of the MITTS Securities.
PS-15
Hypothetical Call Prices
The following table sets forth the hypothetical month-end, midmonth, first and
last Call Prices from February 2, 2009, the hypothetical first Call Date,
through February 1, 2010, the hypothetical stated maturity date. The stated
term of the MITTS Securities, if not previously called, will be from March ,
2006 to March , 2010. These Call Prices represent an annualized yield of
8.375%, the midpoint of the expected range of 8.00% to 8.75%. If we elect to
exercise our redemption option, the Call Price will be disclosed in the notice
delivered to the trustee in connection with the call of the MITTS Securities.
For an example of the Call Price calculation, see Annex A to this pricing
supplement.
Hypothetical Call Date Call Price Annualized Yield
---------------------- ---------- ----------------
February 2, 2009 (hypothetical first Call Date)......................$12.7372 8.375%
February 17, 2009....................................................$12.7794 8.375%
February 27, 2009....................................................$12.8076 8.375%
March 16, 2009.......................................................$12.8556 8.375%
March 31, 2009.......................................................$12.8982 8.375%
April 15, 2009.......................................................$12.9409 8.375%
April 30, 2009.......................................................$12.9837 8.375%
May 15, 2009.........................................................$12.0267 8.375%
May 29, 2009.........................................................$13.0670 8.375%
June 15, 2009........................................................$13.1160 8.375%
June 30, 2009........................................................$13.1594 8.375%
July 15, 2009........................................................$13.2030 8.375%
July 31, 2009........................................................$13.2496 8.375%
August 17, 2009......................................................$13.2994 8.375%
August 31, 2009......................................................$13.3405 8.375%
September 15, 2009...................................................$13.3846 8.375%
September 30, 2009...................................................$13.4289 8.375%
October 15, 2009.....................................................$13.4734 8.375%
October 30, 2009.....................................................$13.5180 8.375%
November 16, 2009....................................................$13.5687 8.375%
November 30, 2009....................................................$13.6107 8.375%
December 15, 2009....................................................$13.6557 8.375%
December 31, 2009....................................................$13.7039 8.375%
January 15, 2010.....................................................$13.7493 8.375%
January 29, 2010.....................................................$13.7918 8.375%
February 1, 2010 (hypothetical stated maturity date).................$13.8009 8.375%
Events of Default and Acceleration
In case an Event of Default with respect to any MITTS Securities has
occurred and is continuing, the amount payable to a holder of a MITTS Security
upon any acceleration permitted by the MITTS Securities, with respect to each
$10 principal amount per unit, will be equal to the sum of the $10 principal
amount per unit plus the Supplemental Redemption Amount, if any, calculated as
though the date of acceleration were the stated maturity date of the MITTS
Securities.
In case of default in payment of the MITTS Securities, whether on
the stated maturity date or upon acceleration, from and after that date the
MITTS Securities will bear interest, payable upon demand of their holders, at
the rate of % per annum, to the extent that payment of any interest is legally
enforceable on the unpaid amount due and payable on that date in accordance
with the terms of the MITTS Securities to the date payment of that amount has
been made or duly provided for.
PS-16
THE INDEX
The Index is published by Standard & Poor's. The Index is intended
to provide an indication of the pattern of common stock price movement in the
United States. The calculation of the value of the Index, discussed below in
further detail, is based on the relative value of the aggregate market value
of the common stocks of 500 companies as of a particular time compared to the
aggregate average market value of the common stocks of 500 similar companies
during the base period of the years 1941 through 1943. As of December 30,
2005, 425 companies or 85.8% of the market capitalization of the Index traded
on the NYSE; 75 companies or 14.2% of the market capitalization of the Index
traded on the Nasdaq; and no companies traded on the AMEX. As of December 30,
2005, the aggregate market value of the 500 companies included in the Index
represented approximately 73% of the aggregate market value of stocks included
in the Standard & Poor's Stock Guide Database of domestic common stocks traded
in the U.S., excluding American depositary receipts, limited partnerships and
mutual funds. Standard & Poor's chooses companies for inclusion in the Index
with the aim of achieving a distribution by broad industry groupings that
approximates the distribution of these groupings in the common stock
population of the Standard & Poor's Stock Guide Database, which Standard &
Poor's uses as an assumed model for the composition of the total market.
Relevant criteria employed by Standard & Poor's include the viability of the
particular company, the extent to which that company represents the industry
group to which it is assigned, the extent to which the market price of that
company's common stock is generally responsive to changes in the affairs of
the respective industry and the market value and trading activity of the
common stock of that company. Ten main groups of companies comprise the Index,
with the approximate percentage of the market capitalization of the Index
included in each group as of December 30, 2005 indicated in parentheses:
Consumer Discretionary (10.8%); Consumer Staples (9.4%); Energy (10.3%);
Financials (20.8%); Health Care (13.2%); Industrials (11.0%); Information
Technology (15.1%); Materials (3.0%); Telecommunication Services (3.0%); and
Utilities (3.5%). Standard & Poor's may from time to time, in its sole
discretion, add companies to, or delete companies from, the Index to achieve
the objectives stated above.
The Index does not reflect the payment of dividends on the stocks
included in the Index. Because of this, the calculation of the Ending Value
will not reflect the payment of dividends on these stocks that investors would
receive if they were to purchase these stocks and hold them for a period equal
to the term of the Notes.
Computation of the Index
Standard & Poor's currently computes the Index as of a particular
time as follows:
(a) the product of the market price per share and the number of
then outstanding shares of each component stock is determined
as of that time (referred to as the "market value" of that
stock);
(b) the market values of all component stocks as of that time are
aggregated; (c) the mean average of the market values as of
each week in the base period of the years 1941 through 1943 of
the common stock of each company in a group of 500
substantially similar companies is determined;
(d) the mean average market values of all these common stocks over
the base period are aggregated (the aggregate amount being
referred to as the "base value");
(e) the current aggregate market value of all component stocks is
divided by the base value; and
(f) the resulting quotient, expressed in decimals, is multiplied by
ten.
While Standard & Poor's currently employs the above methodology to
calculate the Index, no assurance can be given that Standard & Poor's will not
modify or change this methodology in a manner that may affect the Redemption
Amount payable to holders of the Notes upon maturity or otherwise.
Standard & Poor's adjusts the foregoing formula to offset the
effects of changes in the market value of a component stock that are
determined by Standard & Poor's to be arbitrary or not due to true market
fluctuations. These changes may result from causes such as:
o the issuance of stock dividends;
PS-17
o the granting to shareholders of rights to purchase additional
shares of stock;
o the purchase of shares by employees pursuant to employee
benefit plans;
o consolidations and acquisitions;
o the granting to shareholders of rights to purchase other
securities of the issuer;
o the substitution by Standard & Poor's of particular component
stocks in the Index; and
o other reasons.
In these cases, Standard & Poor's first recalculates the aggregate
market value of all component stocks, after taking account of the new market
price per share of the particular component stock or the new number of
outstanding shares of that stock or both, as the case may be, and then
determines the new base value in accordance with the following formula:
( New Market Value )
Old Base Value x (-------------------) = New Base Value
Old Market Value
The result is that the base value is adjusted in proportion to any
change in the aggregate market value of all component stocks resulting from
the causes referred to above to the extent necessary to negate the effects of
these causes upon the Index.
On September 28, 2004, Standard & Poor's announced that it would
transition the Index to a full float-adjusted weighted index, whereby the
value of the index will be calculated by, for each component, multiplying the
number of shares in the public float of the component by the price per share
of the component. Thus, the float-adjusted methodology excludes blocks of
stocks that do not publicly trade, including blocks held by affiliates or
governments. The transition to the float-adjusted methodology was implemented
in two phases. On March 18, 2005, the Index shifted to a half float-adjusted
calculation and on September 16, 2005, the Index shifted to a full
float-adjusted calculation.
Historical data on the Index
The following graph sets forth the closing levels of the Index on
the last business day of each year from 1946 through 2005. The historical
performance of the Index should not be taken as an indication of future
performance, and no assurance can be given that the level of the Index will
not decline and thereby reduce or eliminate the Supplemental Redemption Amount
which may be payable to you on the maturity date.
[GRAPHIC OMITTED]
PS-18
The following table sets forth the closing level of the Index at the
end of each month in the period from January 2000 through December 2005. This
historical data on the Index is not necessarily indicative of the future
performance of the Index or what the value of the MITTS Securities may be. Any
historical upward or downward trend in the level of the Index during any
period set forth below is not an indication that the Index is more or less
likely to increase or decrease at any time over the term of the MITTS
Securities.
2000 2001 2002 2003 2004 2005
------- -------- -------- -------- -------- --------
January....... 1394.46 1,366.01 1,130.20 855.70 1,131.13 1,181.27
February...... 1366.42 1,239.94 1,106.73 841.15 1,144.94 1,203.60
March......... 1498.58 1,160.33 1,147.39 848.18 1,126.21 1,180.59
April......... 1452.43 1,249.46 1,076.92 916.92 1,107.30 1,156.85
May........... 1420.60 1,255.82 1,067.14 963.59 1,120.68 1,191.50
June.......... 1454.60 1,224.42 989.82 974.50 1,140.84 1,191.33
July.......... 1430.83 1,211.23 911.62 990.31 1,101.72 1,234.18
August........ 1517.68 1,133.58 916.07 1,008.01 1,104.24 1,220.33
September..... 1436.51 1,040.94 815.28 995.97 1,114.58 1,228.81
October....... 1429.40 1,059.78 885.76 1,050.71 1,130.20 1,207.01
November...... 1314.95 1,139.45 936.31 1,058.20 1,173.82 1,249.48
December...... 1320.28 1,148.08 879.82 1,111.92 1,211.92 1,248.29
The following graph sets forth the historical performance of the
Index presented in the preceding table. Past movements of the Index are not
necessarily indicative of the future performance of the Index. On January 30,
the hypothetical Pricing Date, the closing level of the Index was 1,285.20.
[GRAPHIC OMITTED]
PS-19
License Agreement
Standard & Poor's does not guarantee the accuracy and/or the
completeness of the Index or any data included in the Index. Standard & Poor's
makes no warranty, express or implied, as to results to be obtained by the
Calculation Agent, the holders of the MITTS Securities or any other person or
entity from the use of the Index or any data included in the Index in
connection with the rights licensed under the license agreement described in
this pricing supplement or for any other use. Standard & Poor's makes no
express or implied warranties, and hereby expressly disclaims all warranties
of merchantability or fitness for a particular purpose with respect to the
Index or any data included in the Index. Without limiting any of the above
information, in no event shall Standard & Poor's have any liability for any
special, punitive, indirect or consequential damage; including lost profits,
even if notified of the possibility of these damages.
Standard & Poor's and MLPF&S have entered into a non-exclusive
license agreement providing for the license to MLPF&S, in exchange for a fee,
of the right to use indices owned and published by Standard & Poor's in
connection with some securities, including the MITTS Securities, and ML&Co. is
an authorized sublicensee of MLPF&S.
The license agreement between Standard & Poor's and MLPF&S provides
that the following language must be stated in this pricing supplement:
"The MITTS Securities are not sponsored, endorsed, sold or promoted
by S&P. S&P makes no representation or warranty, express or implied, to the
holders of the MITTS Securities or any member of the public regarding the
advisability of investing in securities generally or in the MITTS Securities
particularly or the ability of the Index to track general stock market
performance. S&P's only relationship to MLPF&S (other than transactions
entered into in the ordinary course of business) is the licensing of certain
service marks and trade names of S&P and of the Index which is determined,
composed and calculated by S&P without regard to ML&Co. or the MITTS
Securities. S&P has no obligation to take the needs of ML&Co. or the holders
of the MITTS Securities into consideration in determining, composing or
calculating the Index. S&P is not responsible for and has not participated in
the determination of the timing of the sale of the MITTS Securities, prices at
which the MITTS Securities are to initially be sold, or quantities of the
MITTS Securities to be issued or in the determination or calculation of the
equation by which the MITTS Securities are to be converted into cash. S&P has
no obligation or liability in connection with the administration, marketing or
trading of the MITTS Securities."
All disclosures contained in this pricing supplement regarding the
Index, including its make-up, method of calculation and changes in its
components, are derived from publicly available information prepared by
Standard & Poor's. ML&Co. and MLPF&S do not assume any responsibility for the
accuracy or completeness of that information.
PS-20
UNITED STATES FEDERAL INCOME TAXATION
Set forth in full below is the opinion of Sidley Austin LLP, tax
counsel to ML&Co., as to certain United States federal income tax consequences
of the purchase, ownership and disposition of the MITTS Securities. This
opinion is based upon laws, regulations, rulings and decisions now in effect,
all of which are subject to change (including retroactive changes in effective
dates) or possible differing interpretations. The discussion below supplements
the discussion set forth under the section entitled "United States Federal
Income Taxation" that is contained in the accompanying prospectus supplement
and supersedes that discussion to the extent that it contains information that
is inconsistent with that which is contained in the accompanying prospectus
supplement. The discussion below deals only with MITTS Securities held as
capital assets and does not purport to deal with persons in special tax
situations, such as financial institutions, insurance companies, regulated
investment companies, real estate investment trusts, dealers in securities or
currencies, traders in securities that elect to mark to market, tax-exempt
entities or persons holding MITTS Securities in a tax-deferred or
tax-advantaged account (except to the extent specifically discussed below),
persons whose functional currency is not the United States dollar, persons
subject to the alternative minimum tax or persons holding MITTS Securities as
a hedge against currency risks, as a position in a "straddle" or as part of a
"hedging", "conversion" or "integrated" transaction for tax purposes. It also
does not deal with holders other than original purchasers (except where
otherwise specifically noted in this pricing supplement). The following
discussion also assumes that the issue price of the MITTS Securities, as
determined for United States federal income tax purposes, equals the principal
amount thereof. If a partnership holds the MITTS Securities, the tax treatment
of a partner in the partnership will generally depend upon the status of the
partner and the activities of the partnership. Thus, persons who are partners
in a partnership holding the MITTS Securities should consult their own tax
advisors. Moreover, all persons considering the purchase of the MITTS
Securities should consult their own tax advisors concerning the application of
the United States federal income tax laws to their particular situations as
well as any consequences of the purchase, ownership and disposition of the
MITTS Securities arising under the laws of any other taxing jurisdiction.
As used in this pricing supplement, the term "U.S. Holder" means a
beneficial owner of a MITTS Security that is for United States federal income
tax purposes (a) a citizen or resident of the United States, (b) a
corporation, partnership or other entity treated as a corporation or a
partnership that is created or organized in or under the laws of the United
States, any state thereof or the District of Columbia (other than a
partnership that is not treated as a United States person under any applicable
Treasury regulations), (c) an estate the income of which is subject to United
States federal income taxation regardless of its source, (d) a trust if a
court within the United States is able to exercise primary supervision over
the administration of the trust and one or more United States persons have the
authority to control all substantial decisions of the trust or (e) any other
person whose income or gain in respect of a MITTS Security is effectively
connected with the conduct of a United States trade or business.
Notwithstanding clause (d) of the preceding sentence, to the extent provided
in Treasury regulations, certain trusts in existence on August 20, 1996, and
treated as United States persons prior to that date that elect to continue to
be treated as United States persons also will be U.S. Holders. As used herein,
the term "non-U.S. Holder" means a beneficial owner of a MITTS Security that
is not a U.S. Holder.
General
There are no statutory provisions, regulations, published rulings or
judicial decisions addressing or involving the characterization, for United
States federal income tax purposes, of the MITTS Securities or securities with
terms substantially the same as the MITTS Securities. However, although the
matter is not free from doubt, under current law, each MITTS Security should
be treated as a debt instrument of ML&Co. for United States federal income tax
purposes. ML&Co. currently intends to treat each MITTS Security as a debt
instrument of ML&Co. for United States federal income tax purposes and, where
required, intends to file information returns with the Internal Revenue
Service (the "IRS") in accordance with this treatment, in the absence of any
change or clarification in the law, by regulation or otherwise, requiring a
different characterization of the MITTS Securities. Prospective investors in
the MITTS Securities should be aware, however, that the IRS is not bound by
ML&Co.'s characterization of the MITTS Securities as indebtedness, and the IRS
could possibly take a different position as to the proper characterization of
the MITTS Securities for United States federal income tax purposes. The
following discussion of the principal United States federal income tax
consequences of the purchase, ownership and disposition of the MITTS
Securities is based upon the assumption that each MITTS Security will be
treated as a debt instrument of ML&Co. for United States federal income tax
purposes. If the MITTS Securities are not in fact treated as debt instruments
of ML&Co. for United States federal income tax purposes, then the United
States federal income tax
PS-21
treatment of the purchase, ownership and disposition of the MITTS Securities
could differ from the treatment discussed below with the result that the
timing and character of income, gain or loss recognized in respect of a MITTS
Security could differ from the timing and character of income, gain or loss
recognized in respect of a MITTS Security had the MITTS Securities in fact
been treated as debt instruments of ML&Co. for United States federal income
tax purposes.
U.S. Holders
On June 11, 1996, the Treasury Department issued final regulations
(the "CPDI Regulations") concerning the proper United States federal income
tax treatment of contingent payment debt instruments such as the MITTS
Securities, which apply to debt instruments issued on or after August 13, 1996
and, accordingly, will apply to the MITTS Securities. In general, the CPDI
Regulations cause the timing and character of income, gain or loss reported on
a contingent payment debt instrument to substantially differ from the timing
and character of income, gain or loss reported on a conventional noncontingent
payment debt instrument. Specifically, the CPDI Regulations generally require
a U.S. Holder of such an instrument to include future contingent and
noncontingent interest payments in income as that interest accrues based upon
a projected payment schedule. Moreover, in general, under the CPDI
Regulations, any gain recognized by a U.S. Holder on the sale, exchange, or
retirement of a contingent payment debt instrument is treated as ordinary
income, and all or a portion of any loss realized could be treated as ordinary
loss as opposed to capital loss (depending upon the circumstances). The CPDI
Regulations provide no definitive guidance as to whether or not an instrument
is properly characterized as a debt instrument for United States federal
income tax purposes.
In particular, solely for purposes of applying the CPDI Regulations
to the MITTS Securities, ML&Co. has determined that the projected payment
schedule for the MITTS Securities will consist of a payment on the maturity
date of the principal amount thereof and a projected Supplemental Redemption
Amount equal to $ per unit (the "Projected Supplemental Redemption Amount").
This represents an estimated yield on the MITTS Securities equal to % per
annum, compounded semi-annually. Accordingly, during the term of the MITTS
Securities, a U.S. Holder of a MITTS Security will be required to include in
income as ordinary interest an amount equal to the sum of the daily portions
of interest on the MITTS Security that are deemed to accrue at this estimated
yield for each day during the taxable year (or portion of the taxable year) on
which the U.S. Holder holds the MITTS Security. The amount of interest that
will be deemed to accrue in any accrual period (i.e., generally each six-month
period during which the MITTS Securities are outstanding) will equal the
product of this estimated yield (properly adjusted for the length of the
accrual period) and the MITTS Security's adjusted issue price (as defined
below) at the beginning of the accrual period. The daily portions of interest
will be determined by allocating to each day in the accrual period the ratable
portion of the interest that is deemed to accrue during the accrual period. In
general, for these purposes a MITTS Security's adjusted issue price will equal
the MITTS Security's issue price (i.e., $10), increased by the interest
previously accrued on the MITTS Security. At maturity of a MITTS Security, in
the event that the actual Supplemental Redemption Amount, if any, exceeds $
per unit (i.e., the Projected Supplemental Redemption Amount), a U.S. Holder
will be required to include the excess of the actual Supplemental Redemption
Amount over $ per unit (i.e., the Projected Supplemental Redemption Amount)in
income as ordinary interest on the stated maturity date. Alternatively, in the
event that the actual Supplemental Redemption Amount, if any, is less than $
per unit (i.e., the Projected Supplemental Redemption Amount), the amount by
which the Projected Supplemental Redemption Amount (i.e., $ per unit) exceeds
the actual Supplemental Redemption Amount will be treated first as an offset
to any interest otherwise includible in income by the U.S. Holder with respect
to the MITTS Security for the taxable year in which the stated maturity date
occurs to the extent of the amount of that includible interest. Further, a
U.S. Holder will be permitted to recognize and deduct, as an ordinary loss
that is not subject to the limitations applicable to miscellaneous itemized
deductions, any remaining portion of the Projected Supplemental Redemption
Amount (i.e., $ per unit) in excess of the actual Supplemental Redemption
Amount that is not treated as an interest offset pursuant to the foregoing
rules. In addition, U.S. Holders purchasing a MITTS Security at a price that
differs from the adjusted issue price of the MITTS Security as of the purchase
date (e.g., subsequent purchases) will be subject to rules providing for
certain adjustments to the foregoing rules and these U.S. Holders should
consult their own tax advisors concerning these rules.
Upon the sale, exchange or redemption of a MITTS Security prior to
the stated maturity date, a U.S. Holder will be required to recognize taxable
gain or loss in an amount equal to the difference, if any, between the amount
realized by the U.S. Holder upon that sale, exchange or redemption and the
U.S. Holder's adjusted tax basis in the MITTS Security as of the date of
disposition. A U.S. Holder's adjusted tax basis in a MITTS Security
PS-22
generally will equal the U.S. Holder's initial investment in the MITTS
Security increased by any interest previously included in income with respect
to the MITTS Security by the U.S. Holder. Any taxable gain will be treated as
ordinary income. Any taxable loss will be treated as ordinary loss to the
extent of the U.S. Holder's total interest inclusions on the MITTS Security.
Any remaining loss generally will be treated as long-term or short-term
capital loss (depending upon the U.S. Holder's holding period for the MITTS
Security). All amounts includible in income by a U.S. Holder as ordinary
interest pursuant to the CPDI Regulations will be treated as original issue
discount.
All prospective investors in the MITTS Securities should consult
their own tax advisors concerning the application of the CPDI Regulations to
their investment in the MITTS Securities. Investors in the MITTS Securities
may obtain the projected payment schedule, as determined by ML&Co. for
purposes of applying the CPDI Regulations to the MITTS Securities, by
submitting a written request for that information to Merrill Lynch & Co.,
Inc., Corporate Secretary's Office, 222 Broadway, 17th Floor, New York, New
York 10038, (212) 670-0432, corporatesecretary@exchange.ml.com.
The projected payment schedule (including both the Projected
Supplemental Redemption Amount and the estimated yield on the MITTS
Securities) has been determined solely for United States federal income tax
purposes (i.e., for purposes of applying the CPDI Regulations to the MITTS
Securities), and is neither a prediction nor a guarantee of what the actual
Supplemental Redemption Amount will be, or that the actual Supplemental
Redemption Amount will even exceed zero.
Hypothetical Table
The following table sets forth the amount of interest that would be
deemed to have accrued with respect to each MITTS Security during each accrual
period over an assumed term of four years for the MITTS Securities based upon
a hypothetical projected payment schedule for the MITTS Securities (including
both a hypothetical Projected Supplemental Redemption Amount and a
hypothetical estimated yield equal to 4.5625% per annum (compounded
semi-annually)) as determined by ML&Co. for purposes of illustrating the
application of the CPDI Regulations to the MITTS Securities as if the MITTS
Securities had been issued on January 30, 2006 and were scheduled to mature on
January 31, 2010. The following table is for illustrative purposes only. The
actual projected payment schedule for the MITTS Securities (including both the
actual Projected Supplemental Redemption Amount and the actual estimated
yield) will be determined by ML&Co. on the Pricing Date and will depend upon
actual market interest rates (and thus ML&Co.'s borrowing costs for debt
instruments with comparable maturities) as of that date. The actual projected
payment schedule for the MITTS Securities (including both the actual Projected
Supplemental Redemption Amount and the actual estimated yield) and the actual
tax accrual table will be set forth in the final pricing supplement delivered
to investors in connection with the initial sale of the MITTS Securities.
Total interest
Interest deemed deemed to have
to accrue on accrued on MITTS
MITTS Securities Securities
during accrual as of end of
period accrual period
Accrual Period (per MITTS Security) (per MITTS Security)
- --------------------------------------- -------------------- --------------------
January 30, 2006 through July 31, 2006........................................... $0.2275 $0.2275
August 1, 2006 through January 31, 2007.......................................... $0.2333 $0.4608
February 1, 2007 through July 31, 2007........................................... $0.2386 $0.6994
August 1, 2007 through January 31, 2008.......................................... $0.2441 $0.9435
February 1, 2008 through July 31, 2008........................................... $0.2497 $1.1932
August 1, 2008 through January 31, 2009.......................................... $0.2553 $1.4485
February 1, 2009 through July 31, 2009........................................... $0.2612 $1.7097
August 31, 2009 through January 31, 2010......................................... $0.2671 $1.9768
- --------
Hypothetical Projected Supplemental Redemption Amount = $1.9768 per MITTS Security.
Unrelated Business Taxable Income
Section 511 of the Internal Revenue Code of 1986, as amended (the
"Code"), generally imposes a tax, at regular corporate or trust income tax
rates, on the "unrelated business taxable income" of certain tax-exempt
PS-23
organizations, including qualified pension and profit sharing plan trusts and
individual retirement accounts. In general, if the MITTS Securities are held
for investment purposes, the amount of income or gain realized with respect to
the MITTS Securities will not constitute unrelated business taxable income.
However, if a MITTS Security constitutes debt-financed property (as defined in
Section 514(b) of the Code) by reason of indebtedness incurred by a holder of
a MITTS Security to purchase the MITTS Security, all or a portion of any
income or gain realized with respect to such MITTS Security may be classified
as unrelated business taxable income pursuant to Section 514 of the Code.
Moreover, prospective investors in the MITTS Securities should be aware that
whether or not any income or gain realized with respect to a MITTS Security
which is owned by an organization that is generally exempt from U.S. federal
income taxation pursuant to Section 501(a) of the Code constitutes unrelated
business taxable income will depend upon the specific facts and circumstances
applicable to such organization. Accordingly, any potential investors in the
MITTS Securities that are generally exempt from U.S. federal income taxation
pursuant to Section 501(a) of the Code are urged to consult with their own tax
advisors concerning the U.S. federal income tax consequences to them of
investing in the MITTS Securities.
Non-U.S. Holders
A non-U.S. Holder will not be subject to United States federal
income taxes on payments of principal, premium (if any) or interest (including
original issue discount) on a MITTS Security, unless the non-U.S. Holder is a
direct or indirect 10% or greater shareholder of ML&Co., a controlled foreign
corporation related to ML&Co. or a bank receiving interest described in
Section 881(c)(3)(A) of the Code. However, income allocable to non-U.S.
Holders will generally be subject to annual tax reporting on IRS Form 1042-S.
For a non-U.S. Holder to qualify for the exemption from taxation, any person,
U.S. or foreign, that has control, receipt or custody of an amount subject to
withholding, or who can disburse or make payments of an amount subject to
withholding (the "Withholding Agent") must have received a statement that (a)
is signed by the beneficial owner of the MITTS Security under penalties of
perjury, (b) certifies that the owner is a non-U.S. Holder and (c) provides
the name and address of the beneficial owner. The statement may generally be
made on IRS Form W-8BEN (or other applicable form) or a substantially similar
form, and the beneficial owner must inform the Withholding Agent of any change
in the information on the statement within 30 days of that change by filing a
new IRS Form W-8BEN (or other applicable form). Generally, an IRS Form W-8BEN
provided without a U.S. taxpayer identification number will remain in effect
for a period starting on the date the form is signed and ending on the last
day of the third succeeding calendar year, unless a change in circumstances
makes any information on the form incorrect. If a MITTS Security is held
through a securities clearing organization or certain other financial
institutions, the organization or institution may provide a signed statement
to the Withholding Agent. Under certain circumstances, the signed statement
must be accompanied by a copy of the applicable IRS Form W-8BEN (or other
applicable form) or the substitute form provided by the beneficial owner to
the organization or institution.
Under current law, a MITTS Security will not be includible in the
estate of a non-U.S. Holder unless the individual is a direct or indirect 10%
or greater shareholder of ML&Co. or, at the time of the individual's death,
payments in respect of that MITTS Security would have been effectively
connected with the conduct by the individual of a trade or business in the
United States.
Backup withholding
Backup withholding at the applicable statutory rate of United States
federal income tax may apply to payments made in respect of the MITTS
Securities to registered owners who are not "exempt recipients" and who fail
to provide certain identifying information (such as the registered owner's
taxpayer identification number) in the required manner. Generally, individuals
are not exempt recipients, whereas corporations and certain other entities
generally are exempt recipients. Payments made in respect of the MITTS
Securities to a U.S. Holder must be reported to the IRS, unless the U.S.
Holder is an exempt recipient or establishes an exemption. Compliance with the
identification procedures described in the preceding section would establish
an exemption from backup withholding for those non-U.S. Holders who are not
exempt recipients.
In addition, upon the sale of a MITTS Security to (or through) a
broker, the broker must withhold on the entire purchase price, unless either
(a) the broker determines that the seller is a corporation or other exempt
recipient or (b) the seller provides, in the required manner, certain
identifying information (e.g., an IRS Form W-9) and, in the case of a non-U.S.
Holder, certifies that the seller is a non-U.S. Holder (and certain other
conditions are met). This type of sale must also be reported by the broker to
the IRS, unless either (a) the broker determines that the seller is
PS-24
an exempt recipient or (b) the seller certifies its non-U.S. status (and
certain other conditions are met). Certification of the registered owner's
non-U.S. status would be made normally on an IRS Form W-8BEN (or other
applicable form) under penalties of perjury, although in certain cases it may
be possible to submit other documentary evidence.
Any amounts withheld under the backup withholding rules from a
payment to a beneficial owner would be allowed as a refund or a credit against
the beneficial owner's United States federal income tax provided the required
information is furnished to the IRS.
PS-25
ERISA CONSIDERATIONS
The Employee Retirement Income Security Act of 1974, as amended
("ERISA"), and Section 4975 of the Code prohibit various transactions between
certain parties and the assets of employee benefit plans, unless an exemption
is available; governmental plans may be subject to similar prohibitions.
The U.S. Department of Labor has granted ML&Co. an administrative
exemption (Prohibited Transaction Exemption 2000-63, 65 F.R. 76306 (December
6, 2000)) from some of the prohibited transaction rules under ERISA and the
related excise tax provisions under Section 4975 of the Code. The exemption
applies with respect to (1) the purchase or sale by employee benefit plans
("Plans"), other than Plans sponsored by ML&Co. or its affiliates, of MITTS
Securities, and (2) the extension of credit by the Plans to ML&Co. and its
affiliates in connection with the holding of the MITTS Securities.
In order to qualify for the exemption, certain conditions, including
but not limited to the following, must be met:
o The decision to invest in the MITTS Securities is made by a Plan
fiduciary (or a participant in a Plan that provides for
participant-directed investments) which is independent of ML&Co.
o ML&Co. does not have any discretionary authority or control or
provide any investment advice with respect to the Plan assets
involved in the MITTS Securities transactions.
o The Plans pay no fees or commissions to us or our affiliates in
connection with the MITTS Securities transactions, other than
certain principal mark-ups.
o A Plan generally should not invest more than 15 percent of the
Plan's assets (at the time of the acquisition) in any of the MITTS
Securities.
o The terms of a Plan's investment in the MITTS Securities are at
least as favorable to the Plan as those available to an unrelated
non-Plan investor in a comparable arm's length transaction at the
time of the acquisition.
If either of the following events occur, the investment will cease
to qualify for the exemption.
o The MITTS Securities are no longer quoted on the Nasdaq and are
not listed on the NYSE or the AMEX.
o The MITTS Securities are no longer rated in one of the three
highest generic rating categories by at least one
nationally-recognized statistical rating service at the time of
their acquisition.
For a complete description of conditions, please review the full
text of the exemption granted to ML&Co. You may obtain a copy of the exemption
by submitting a written request for this information to Merrill Lynch & Co.,
Inc., Corporate Secretary's Office, 222 Broadway, 17th Floor, New York, New
York 10038, Corporate_secretary@ml.com. Prospective Plan investors are
encouraged to consult with their legal advisors regarding the impact of ERISA
and the Code, the applicability of the exemption and the potential
consequences in their specific circumstances of an investment in MITTS
Securities.
Each Plan investor by its purchase of any MITTS Security on behalf
of any Plan, represents on behalf of itself and the Plan, that the
acquisition, holding and any subsequent disposition of the MITTS Security will
not result in a violation of ERISA, the Code or any other applicable law or
regulation.
PS-26
USE OF PROCEEDS AND HEDGING
The net proceeds from the sale of the MITTS Securities will be used
as described under "Use of Proceeds" in the accompanying prospectus and to
hedge market risks of ML&Co. associated with its obligation to pay the
Supplemental Redemption Amount.
SUPPLEMENTAL PLAN OF DISTRIBUTION
MLPF&S has advised ML&Co. that it proposes initially to offer all or
part of the MITTS Securities directly to the public on a fixed price basis at
the offering price set forth on the cover of this pricing supplement. After
the initial public offering, the public offering price may be changed. The
obligations of MLPF&S are subject to certain conditions and it is committed to
take and pay for all of the MITTS Securities if any are taken.
EXPERTS
The consolidated financial statements, the related financial
statement schedule, and management's report on the effectiveness of internal
control over financial reporting incorporated in this pricing supplement by
reference from Merrill Lynch & Co., Inc.'s Annual Report on Form 10-K for the
year ended December 31, 2004 have been audited by Deloitte & Touche LLP, an
independent registered public accounting firm, as stated in their reports,
which are incorporated herein by reference, and have been so incorporated in
reliance upon the reports of such firm given upon their authority as experts
in accounting and auditing.
With respect to the unaudited interim condensed consolidated
financial information for the three-month periods ended April 1, 2005 and
March 26, 2004, the three-month and six-month periods ended July 1, 2005 and
June 25, 2004 and the three-month and nine-month periods ended September 30,
2005 and September 24, 2004 which is incorporated herein by reference,
Deloitte & Touche LLP, an independent registered public accounting firm, have
applied limited procedures in accordance with the standards of the Public
Company Accounting Oversight Board (United States) for reviews of such
information. However, as stated in their reports included in Merrill Lynch &
Co., Inc.'s Quarterly Reports on Form 10-Q for the quarters ended April 1,
2005, July 1, 2005 and September 30, 2005 and incorporated by reference
herein, they did not audit and they do not express opinions on that interim
financial information. Accordingly, the degree of reliance on their reports on
such information should be restricted in light of the limited nature of the
review procedures applied. Deloitte & Touche LLP are not subject to the
liability provisions of Section 11 of the Securities Act of 1933 for their
reports on the unaudited interim condensed consolidated financial information
because those reports are not "reports" or a "part" of the registration
statement prepared or certified by an accountant within the meaning of
Sections 7 and 11 of the Act.
PS-27
INDEX OF CERTAIN DEFINED TERMS
Calculation Agent.........................................................PS-7
Calculation Day..........................................................PS-12
Calculation Period.......................................................PS-12
Call Date.................................................................PS-4
Call Price................................................................PS-4
Call Yield................................................................PS-4
Ending Value..............................................................PS-4
Index.....................................................................PS-3
Index Business Day.......................................................PS-12
Market Disruption Event..................................................PS-14
MITTS Securities..........................................................PS-1
Pricing Date..............................................................PS-4
Starting Value............................................................PS-4
Successor Index..........................................................PS-14
Supplemental Redemption Amount............................................PS-4
PS-28
Annex A
Call Price Calculation Methodology
The Call Price is the amount of cash, per unit of MITTS Securities,
that when discounted from the Call Date to the original issue date by a
discount factor equal to the Call Yield, will equal the original issue price.
As an example, the following calculation illustrates the formula
used to determine the hypothetical Call Price on February 2, 2009, assuming
the following:
o hypothetical original issue date: January 31, 2006
o hypothetical Call Yield: 8.375%, the midpoint of the
range of 8.00% and 8.75%
o issue price: $10.00 per unit
o day count convention: actual number of days in a
365 day year
Call Price (per unit) = (issue price) x (1 + hypothetical Call Yield))Days*/365
= ($10.00) x (1 + 0.08375)1098/365
= ($10.00) x (1.08735)3.00822
= ($10.00) x 1.27372
= $12.7372
* "Days" means the number of days elapsed since the issue date.
PS-29
==============================================================================
[OBJECT OMITTED]
1,000,000 Units
Merrill Lynch & Co., Inc.
Medium-Term Notes, Series C
Callable S&P 500(R) Index Market Index Target-Term Securities(R)
due March , 2010
(the "MITTS(R) Securities")
$10 principal amount per unit
-----------------------
PRICING SUPPLEMENT
-----------------------
Merrill Lynch & Co.
February , 2006
==============================================================================