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Non-Tech : Heavy Machinery. CAT DE CSE DDC CUM -- Ignore unavailable to you. Want to Upgrade?

To: John Stichnoth who wrote (29)	3/2/1999 10:09:00 PM
From: Shane M	Read Replies (2) \| Respond to of 190

John, I like CAT especially, with DE being interesting also, but I try to avoid situations where all I can say is "I don't think they can go much lower." I prefer to answer the question "Why will these stocks go up?" I'm looking for a catalyst. Definitely don't see one in agriculture. CAT becomes more interesting if international economies can recover but short that it will be slow going. I would guess improving commodity prices related to mining would help CAT also, but that would likely be related to international recovery. Shane