FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (1689)	1/5/1998 9:07:00 PM
From: Joe Dancy	Read Replies (1) of 2754

Hey Don thanks for the stats again. In today's International Herald Tribune (Neuilly-sur-Seine, France) Michael Murphy, founder and editor of the California Technology Stock Letter had some good things to say about the semi equipment sector (but did not mention specific companies): Q. Are you particularly bullish or bearish on any sector? A. Murphy: The area we're most bullish on is semiconductor equipment, just because the stocks have been hit so hard. We're bullish on biotechnology, too. ... The whole Murphy interview for what it is worth is at members.aol.com The Christian Science Monitor also had positive comments today on the sector by Storm Boswick, who helps manage the J. & W. Seligman Communications and Information Fund: Boswick: We remain extremely bullish about technology, not only in the US but on a global level. The areas that probably look the best in our minds are the ones that have had the worst second half of '97: semiconductor stocks, semiconductor capital equipment, telecommunications and telecommunication services, and networking.. . . Best - Joe

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