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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (16004)	2/3/2003 9:06:51 AM
From: Bill Harmond	Respond to of 57684

07:40 ET RFMD RF Micro Device upgraded at Lehman (5.62) Lehman upgrades to Equal-Weight from Underweight, saying concerns over a potential inventory build heading into 1H03 are overblown and the stock price already discounts this scenario; also, recent comments from mgmt provides additional confidence that while the handset industry is growing, RFMD possesses the ability to grow faster as they continue to marginalize other players in the RFIC industry and attack the faster growing ODM mkt; price target is $11.

To: Bill Harmond who wrote (16004)	2/3/2003 2:26:50 PM
From: stockman_scott	Respond to of 57684

Global: The Least Likely Outcome? By Stephen Roach Morgan Stanley - New York 2/3/03 Investors are understandably gun-shy these days. So are economists, analysts, and market strategists. Bear markets tend do that -- especially this one. The hope is that the worst is over. But there are few willing to bet that a meaningful resurgence in the global economy is now at hand. Markets are now discounting a slow cure. The downside has been ruled out -- but so has the upside. Therein lie the risks... morganstanley.com