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To: Judy who wrote (13943)11/10/1997 8:04:00 PM
From: Jerry Olson  Read Replies (1) | Respond to of 50167
 
Ok Judy

Title: Is the current Equipment Industry Cyclical Upswing Destined for a Premature Demise???

Jay Deahna/Steven Pelayo 415-576-2307///2308

deahna@ms.com or pelayo@ms.com

Morgan Stanley Dean Witter report 11-10-97 Semi Cap Equipment...

This was terrific...At the market lows near term we can & should buy the semis for the laong haul according to this report and our outlook anyway...Semis late 98 into 1999 will be the leaders of the "NEW" market rally...We both believe this...you sweets & me<G>



To: Judy who wrote (13943)11/10/1997 9:11:00 PM
From: Bo surfs  Read Replies (1) | Respond to of 50167
 
Hi Ike-Anyone like AMAT or TEVIY for an earnings play?? thanks Bo