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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (7557)	10/29/1997 11:46:00 PM
From: aknahow	Read Replies (1) of 25814

Murphy actually has one of the better records as a fund manager in the biotech sector. He was #1 in the last quarter in this limited sector. His tech fund dd not do as well (contains both bio and computer tech stocks). He holds puts in S & P in both funds and has recomended readers of his ltter do the same. LSI was not one of his top 10 holdings in the tech fund. The top holding in both funds was Xoma. Like his approach. Owned Xoma before he recomended it. Like LSI have been in and out of it by selling putsand calls. Have been thinkig about just selling puts and keeping the stock if put to me. Waiting for new strike prices.

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