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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (35884)	7/22/2000 7:32:02 PM
From: Math Junkie	Respond to of 70976

FYI, the call for 100% cash was in his California Technology Stock Letter. I don't know what he did in his mutual funds.

To: michael97123 who wrote (35884)	7/23/2000 10:44:23 AM
From: Kirk ©	Respond to of 70976

He apparently has gone either to cash or short in one of his mutual funds waiting to get back in to market between now and september. I believe that Murphy also told subscribers to hold on to their long positions as this was a trading opportunity but he was still bullish for the long term. Historical perspective. I believe Hulbert shows under performance and Murphy went to cash just before Y2K and I am not sure when he got back in and how much of the NASDAQ run up he caught. With all the advertising I get from him, I would think some great calls in this period would be highlighted if he greatly outperformed. Count me as a skeptic but then again, I don't believe any of these timers really add much over good analysis we do here to find great companies when selling cheap.