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Strategies & Market Trends : Guidance and Visibility

AAPL 271.01

-0.3%

Jan 2 9:30 AM EST

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To: 2MAR$ who wrote (48214)	4/11/2002 8:20:11 AM
From: SusieQ1065	Read Replies (1) of 208838

Morgan Stanley says sell CYMI.. 08:12 ET Morgan Stanley portfolio change: sell Cymer, buy Concord EFS Morgan Stanley suggests that investors in the Growth Strategic Equity Portfolio take profits in CYMI and reallocate into CEFT; firm is more cautious on CYMI given its recent rally, and sees a more favorable near-term risk-reward in CEFT, which is a compelling secular growth story and one of firm's top stock ideas in the Computer Services industry.

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