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To: Lizzie Tudor who wrote (82824)11/2/1999 2:36:00 PM
From: Bob Kim  Respond to of 164684
 
ML said that the chip equipment sector was the most leveraged to the re-inflation of the Asian economies. Also, that strong expected growth for the chipmakers should make them buy more equipment.

He recommended adding on pullbacks.

"adding" on "pullbacks" is the interesting language.

The analyst didn't name any specific names in the report, probably because he would have to adjust his price targets which are too low for the stocks' respective ratings.