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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?

To: Rudy who wrote (7831)	10/30/1997 8:07:00 AM
From: marc chatman	Read Replies (2) \| Respond to of 13456

Clouds already over the NAZ. Maybe we should be looking more at candidates to short, rather than buy. MSFT is a tough one to short, IMO. Very over-valued, but so many institutions have it as a core position and buy on any weakness. Any ideas on what may be over-valued that's not held in such high esteem? Maybe some out of the money puts on MSFT wouldn't be a bad idea. rudy, do you go short or use puts at all, or do you only play the long side?

To: Rudy who wrote (7831)	10/30/1997 8:24:00 AM
From: Stockboy	Read Replies (1) \| Respond to of 13456

I think some of you have Mike Murphy with CTSL confused with your local barber, whose name is also Mike Murphy. Anyone who subscribes to Murphy's newsletter knows that he has been advising for the last 60 days to sell your winners and buy S&P 500 puts to protect your holdings. He sold AMAT and it is now down 40%. He sold RDRT and some on this board were ROFLOL, but if you had sold your RDRT and APM when he did, you would be buying back in now or buying LSI and AMAT and IFMXE as I am. I understand you guys are traders which is entirely different than I am, but there are many people who, for $295 a year can receive biweekly hotline updates and semimonthly newsletters, can benefit greatly if they use other research material as well. I think to blindly disparage Murphy because sometime you once bought one of his recommendations and it went kaput, deprives other serious investors of a valuable source of technology information. Let's start examining his advice and accepting it or rejecting it based on information rather than character flaws. Maybe I am sensitive because I wear a misfitting rug as well. But with all this money overflowing my pockets I will be able to buy one that fits better.