Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 155.15

+2.1%

Nov 26 3:59 PM EST

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To: Justa Werkenstiff who wrote (5269)	5/5/1998 9:23:00 AM
From: Joe Dancy	Read Replies (2) of 10921

I didn't play your tape Justa, but am real skeptical of Infrastucture or anyone who says they can call the technology market and especially turns in this sector. I mean look at guru Micheal Murphy - the guy lost 36% last year in one of the best bull markets in years (link below). An he was quoted in Barron's this weekend with new shorts (I e-mailed the author of the article, and he said he includes Murphy's opinion for balance). I think like many of their kind Infrastruture understands the technology but does not understand fundamental financial reasons why a stock or company is a good buy longer term. From the trial subscriptions I was real disappointed and did not subscribe. Infrastucture also publicly threatened to sue some poor sap on the SI boards who inadvertently posted part of their trail report on FSII on the FSII board even after he apologized. I mean, give me a break. Guru Bob Brinker has also had some problems according to Hulbert's ranking service, although he is worshipped by some on the UTEK board. All in all, these guys have less to offer than meets the eye IMO. No offense meant to Infrastructure, Murphy, and Brinker fans - they are all interesting guys that are smart and write well, but I would not blindly follow any of them. Joe Link to Murphy article: members.aol.com Beardstown Ladies are Frauds article: members.aol.com

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