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

To: uu who wrote (14469)	1/12/1998 2:51:00 PM
From: Steven Angelil	Respond to of 70976

Ditto about Murphy. ANyone else feeling a little 3 oclock rally on the way?? Steve

To: uu who wrote (14469)	1/12/1998 3:21:00 PM
From: Trader X	Respond to of 70976

I would be more interested in hearing from John Murphy, than from Micheal Murphy. I'm sure that John is saying, "the current downtrend is still in effect." I'm tempted each day to wager that the bottom is in, yet I hold off, knowing that picking a bottom correctly is almost impossible, and that I have little to lose by waiting for confirmation of the next uptrend. -Kevin

To: uu who wrote (14469)	1/12/1998 4:46:00 PM
From: Ian Davidson	Read Replies (2) \| Respond to of 70976

As I said before, some of his smaller stock recommendations haven't worked, but his calls on the big caps such as INTC and AMAT have been terrific. I also find that he definitely knows the general trends in tech, whether computer sales are strong etc. Last year at this time he told everybody to stay away from the communications stocks such as ASND and CSCO while other tech managers such as Van Waggoner et al were loading up on them. Well, you know what happened. No he's not always right, but then do you know of anybody who is?? He's made me a bunch of bucks, and as a subscriber I have absolutely no complaints. He's been pounding the table lately on both INTC and AMAT, and we're about to find out very shortly whether he's right on this or not. Good luck. Ian