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Technology Stocks : IFMX - Investment Discussion
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To: puborectalis who wrote (9146)2/8/1998 7:25:00 PM
From: J Bertrand  Read Replies (3) of 14631
 
Stephen,

I disagree with your analysis of Murphy. I took his AMAT suggestion last year to see the stock go from 25 to 105 in 6 months. He was adamant that AMAT was the most undervalued tech stock last year.
It proved him correct by quadrupling. I still think AMAT is a no brainer that patient investors will see at $300-$400 a share in 7-10 years.

I know that everyone points to the Ross debacle as proof that Murphy is a poor stock picker. But, nobody including Warren Buffett is ever 100% correct with his/her picks. I think your comments are unfair to a good stock picker like Murphy.

Jeff Bertrand
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