Fund Manager Bullish On Semiconductor Sector
DALLAS--(BUSINESS WIRE)--Aug. 12, 1999--Michael Murphy, mutual fund manager and editor of California Technology Stock Letter, thinks there will be many positive earnings surprises in the technology sector in the next few quarters and especially likes the semiconductor and semiconductor equipment sectors.
After several years of depressed sales, Murphy thinks demand for semiconductor equipment will increase as manufacturers move to new designs and technology. In a recent interview he discusses industry and technological trends, and mentions the following companies: Lam Research (Nasdaq:LRCX), Applied Materials (Nasdaq:AMAT), Mattson Technology (Nasdaq:MTSN), Cypress Semiconductor (NYSE:CY), LSI Logic (NYSE:LSI), and 3Com (Nasdaq:COMS).
Murphy's interview is now available for replay at the AudioInvestor.Com Web site. To listen, investors should go to audioinvestor.com.
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