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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: wolfdog2 who wrote (22489)	7/26/2000 10:30:17 PM
From: michael97123	Read Replies (2) \| Respond to of 25814

"FWIW Michael Murphy just added LSI to his model portfolio, which lately has been 100% in cash." That's nice of MM. I am a subscriber to his newsletter and not a word yesterday or the day before about LSI, CHIR, BMCS--3 stocks of his that got clocked. After his fund goes long LSI, we will get the alert. REGarding the conference: Sometimes(rarely) a stock can bounce a good deal of the way back if a strong case is made. Many went short today and they will scurry if that happens. We can hope. I listened to the call and found it upbeat with the exception of the OOPS we screwed up(paraphrase). Analysts called it a terrible quarter. Terrible, that's ridiculous under any interpetation. I don't get the 30 point drop. Even if the market is harsh maybe 5 points relate to SOX, 10 points to disappointment over earnings and the other 15 beats the hell out of me. That's the 15 that could be quickly recoverable.

To: wolfdog2 who wrote (22489)	8/8/2000 10:58:03 PM
From: pinebox	Read Replies (1) \| Respond to of 25814

wolfdog2 [Anyone?] I'm wondering if you could tell me where Michael Murphy's "model portfolio" is posted. I just found an old flyer of his from Feb 2000 that I had in a stack of papers at the office and just re-read it. I was wondering if he had a portfolio up somewhere. And would you mind if I asked you for some information regarding his tech touts in February? I didn't subscribe, but I might, especially if his touts did better than my portfolio did during the April carnage. Thanks in advance.