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Technology Stocks : LSI Corporation
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To: Sunny Jim who wrote (8431)12/13/1997 9:46:00 PM
From: rupert1  Read Replies (1) of 25814
 
Jim: When and where was the Murphy presentation? What were the four stocks? Why LSI?

Under "News" you will find an October presentation by him. At that time he forecast the March fear, June fear, September terrified and January relief cycle of the Street relative to tech stocks. He foresaw a strong revival in January. However, he also insured himself against the possibility of a sharp interim drop about this time. He looks quite good now, doesn't he?

The Asian developments have exacerbated the interim correction which was likely anyway.

Vepoc
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