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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?


To: If only I'd held who wrote (53687)12/30/1999 9:22:00 AM
From: Lone Star  Read Replies (2) | Respond to of 108040
 
Michael Murphy has two rags, on biotech ( good track record), one semis ( not so good). Likes to tout the "tinies" and Tegal is the tiniest. they had $4m revenue last Q, this in the middle of a big upturn. they sell plasma etchers in small niches- gallium arsenide- to small customers. A 20+ year old company which has never grown-ever. i have no position in TGAL, but i know this industry well. This is not in my opinion a position trade.