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To: RR who wrote (40647)	8/28/2001 12:55:10 AM
From: T L Comiskey	Read Replies (2) \| Respond to of 65232

Motorola, Pfizer, Qualcomm Recommended on PBS's `Rukeyser' By Vivien Lou Chen Owings Mills, Maryland, Aug. 25 (Bloomberg) -- Motorola Inc., Pfizer Inc. and Qualcomm Inc. are companies worth investing in as the U.S. stock market rallies, said a guest on ``Wall Street Week With Louis Rukeyser.'' ``The bull is not dead, he's going to come back and probably come back fairly soon,'' said Charles Pradilla, chief investment strategist for SG Cowen Securities Corp. ``But he's going to be a very different critter'' when it happens sometime next year, he said. Qualcomm, which licenses patents for mobile phones used by 90 million people, has an easy way to penetrate Third World countries, Pradilla said on the PBS show. Pfizer, the biggest drugmaker, is a ``superb'' company that will benefit from changing demographics, he added. Motorola, the largest maker of chips for communications equipment, is a good turnaround bet as ``we near the end of this bear market,'' he said. Its shares have dropped 47 percent in the past 12 months. The slowing U.S. economy should rebound ``in the not too distant future'' because of the Federal Reserve's seventh interest- rate cut of the year, federal tax rebates and continuing low inflation, Pradilla said. Panelists on the show recommended companies including Enron Corp., the biggest energy trader; McKesson Corp., the second- biggest U.S. drug wholesaler; and Mellon Financial Corp., which owns the Dreyfus family of mutual funds. Other stocks recommended were energy trader Mirant Corp. and Northern Trust Corp., which provides banking and trust services to the affluent.

To: RR who wrote (40647)	8/28/2001 9:35:46 AM
From: Jim Willie CB	Read Replies (3) \| Respond to of 65232

what the Fed rarely incorporates into their modeling is the fallout effect of their deflationary policy on Asian economies, and its consequent effect on US exporters they usually remind us of cheaper imports but rarely get it right on effects either to foreign economies or US exporters the Fed does not expect in their models for an even lower prevailing 10yr and 30yr yield they get that wrong also we are likely to see a redux of the Asian Meltdown the geriatrics at the Federal Reserve did NOT anticipate that their hidebound heretical policies will ensure continued deflation all the while they talk of inflation risk extraordinarily incompetent US tech stocks suffer from still high valuations and an overvalued USdollar it aint gonna resolve quickly anyone expecting revised Q2 GDP to show negatives? I dont, but think it will be very tiny positive and rattle more than a few cages, reviving the "R" word no, not "Ranger" and not "Rick" in Sept-Oct 2000, you loved fiberoptic what do you like now? I need to add another group of stocks to short / jim