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To: Sonny McWilliams who wrote (14455)12/12/1997 6:59:00 PM
From: KM  Read Replies (1) | Respond to of 27012
 
Sonny: on IOM, I think the FA is more compelling than the TA right now. It has no Asia problem (in fact, is benefitting from the Malaysia currency problem) and by most accounts, is having an outstanding quarter. Funds and newsletters are buying it, or so I'm told. I would imagine there's still 10-11 points in it perhaps by Feb. ]

RMBS: Bot at 51, sold at 52 after seeing the meltdown beginning. Re-bought today. Also bot QCOM.