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To: A. Edwards who wrote (2537)5/21/1999 9:26:00 AM
From: Bulldozer  Respond to of 4710
 
Clark Westmont (Shift Happens) pens some good reports. He used to be at Montgomery and recently moved to Solly. Although he blew it last summer with PMCS (but gave me a great opportunity to load up the truck as everyone else head for the hills), he usually is very informed and I read his reports as often as I can. Straight industry info is better than Wall Street, but Clark cites many industry sources in his pieces.

Bulldozer