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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?

To: Richard Haugland who wrote (8308)	11/7/1997 10:08:00 PM
From: dougjn	Respond to of 13456

I would suggest you get back into EFII. Alex Henderson has major clout in his sector, and has named EFII his favorite choice in office equip. Henderson (at Prudential, could go many places) is the one who is has been right on bearish Kodack for a year, now focing 10k layoffs. EFII has been floundering for lack of support. Rumors Merrill is gonna pick up. It is in a classic, favored area going forward. Dominant leader in niche strong growth software. Others include PMTC. (also own.) PSFT is tougher call. Higher growth, huge valuation. Competition is all european (SAP, BAAN). Major Y2K play (throw out the bug, buy a new house.) own that too. Regards, doug