Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tony Viola who wrote (37142)	9/5/2000 3:40:17 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Tony, 1. Any knowledge of Kumar's record since his correct Dell call a few years back? 2. Intel is one of Michael Murphys core stocks but he has a buy in only under 60. He has refused to raise it. He has said stock has gotten ahead of itself here. Intc guides in a range and it may be that they will not be in upper end as apparently everyone expects. So Kumar can be both wrong and right on his call. As far as Murphy goes, it still remains a core holding. We shall see if there is that much downside. He had the same hesitancy about buying orcl over 78, another core stock and it ran into the 90's. 3. PC growth to go to single digits--any views on this