SI
SI
discoversearch

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: Ian Davidson who wrote (14467)1/12/1998 2:28:00 PM
From: Gottfried  Respond to of 70976
 
Ian, thank you! GM <eom>



To: Ian Davidson who wrote (14467)1/12/1998 2:49:00 PM
From: uu  Read Replies (4) | Respond to of 70976
 
Ian:

> .I just heard on CNBC that Michael Murphy will be on tomorrow during Power Lunch...

And in case you miss here is what he would most likely say:

That the techs are dirt cheap right now especially the semi sector and especially the following stocks: LSI Logic, and AMAT!

The only problem is that Murphy has made too many bad calls that his words no longer mean anything and he has become sort of a the boy who cried wolf! In this particular juncture he, in my opinion, happens to be right on the target though (but not too many people would believe him at this time!!)

Regards,

Addi Jamshidi