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To: Paul Lee who wrote (9362)	2/3/1998 10:41:00 AM
From: E. Graphs	Read Replies (1) \| Respond to of 25814

26 3/8!

To: Paul Lee who wrote (9362)	2/3/1998 12:47:00 PM
From: Jock Hutchinson	Respond to of 25814

Dear Paul, Correct me if I am wrong, but wasn't that Larry Wachtel of Prudential on CNBC's "Power Lunch" yesterday telling Bill Grifffin that the enterprise software segment had some real strength, but that he doubted the semis would make any significant moves upward. Mr. Wachtel's official title is Senior Vice President Manager, News Desk for Prudential Securities Incorporated. I wonder if Addi would wish to make any comment on this apparent "difference" of opinions, or if in fact Prudential's chief market spokesman would be kept in the dark just a day before the company initiates coverage on a major market segment. Either way, it presents a very poor image to the public. Either Wachtel was trying to manipulate the semi market for a very short term benefit to his company, or his company is not keeping their well respected spokesman in the pipeline. My personal feeling is the latter. He strikes me as someone who has lots of integrity. Nevertheless Pru's call is timely, early in the game, and goes beyond Mr. Kurlack's six month myopia. Good Luck and Good Health