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Politics : Formerly About Applied Materials
AMAT 230.17-1.4%Nov 7 9:30 AM EST

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To: Tony Viola who wrote (35859)7/21/2000 9:15:46 PM
From: michael97123  Read Replies (2) of 70976
 
Tough day today. Thank God no trading on the weekend. Murphy has a great track record on semis. I have timed many of my purchases here based on his calls. He follows INTC, AMAT, LSI and soon TXN. I expect a back up the truck call for sometime next week for the stocks he follows except INTC. He thinks INTC a bit ahead of itself here.
Regarding his call on MSFT, it + semi collapse made him look real good this week. Only mistake though was a big one--his flat out sell call on emc at 80. Oh well. I understand he was on TV out in CA and recommended LSI. Have a good weekend folks..
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