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Non-Tech : Philip Morris - A Stock For Wealth Or Poverty (MO) -- Ignore unavailable to you. Want to Upgrade?

To: mike zeltser who wrote (1655)	5/21/1998 7:56:00 AM
From: don kramer	Read Replies (1) \| Respond to of 6439

The G. Black/Berstein & Co. seems to have scrolled off I will look for it. ...maybe in one of the archives, or somewhere! ...anyway, the reasoning behind, the analysis, is based on various combinations of backdoor political discussions, and the same fundamental analysis, which makes MO one of Magellan's and other giant institutional funds, and pension funds, etc... holders of MO. etc..etc..etc.. Perhaps, Bernstein & Co. has a Website...etc... anyway the article was public. dk dk

To: mike zeltser who wrote (1655)	5/23/1998 10:38:00 AM
From: don kramer	Read Replies (2) \| Respond to of 6439

FOUND the G.Black rsrch notes about MO outperformance I found the research report from S.Berstein & Co. about MO tobacco.org May 20, 1998 excerpts.... TOBACCO: Senate Vote likely To Slip Into June. Key Amendments - $1.50/Pack, Liability Cap. Outperforms. ...an explaination, from Berstein's analyst G.Black on the $8 billion. contained here. Black expects outperform, and, expects, a brokered deal, between House-Senate-Clinton. closer to the June 20, 1997 agreement. dk