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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Surfer who wrote (1981)11/2/1997 11:33:00 PM
From: hedgeman  Read Replies (1) of 42834
 
BB suggests possibility of gift horse some time in november. Does not confirm it will happen, just there may be an opportunity during this time. Still sees new highs. Mr Bowtie trashes america on CNBC friday, great entertainment!! What a DIPDEW!!!! BB Just commented on the article in Barrons RE:Reasearcher at VLSI on page 65 or what ever. Said it was good stuff?? His tone seemed upbeat , although he did not recommend anything. Michael Murphy of Tech Stock Letter in Bay Area sees another leg down in the market to 6300 or so. Well see. Murphy remains solidly bullish on the tech sector. His strategy: buy tech stocks, and hedge them with SP500 puts. Likes Mattson Tech, Genus, Quickturn Design Systems, and mulling investments in Applied Materials. Murphy thinks Integrated Device could be prime beneficiary of the rise of PCs selling for less that 1000.

Good Luck, hedgeman
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