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To: Franklin M. Humphreys who wrote (8448)12/14/1997 9:59:00 PM
From: Duane L. Olson  Respond to of 25814
 
Frank, Addi has been called the Supreme LSI Bull (or SPB) for quite some time on the thread.. and his approach goes to other techs as well. As for the coming year, Addi might be in some pretty fair company. My understanding is that Mike Murphy is calling Engergy, Technology, and Biotech the three sectors to be invested in for 1998.. Personally, I get the feeling that there are just about enough folks disgusted with the techs to believe that there might be some good opportunities.
(( I WILL leave a 100% tech exposure to the SPB, however <g>)) dlo