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To: Mohan Marette who wrote (28996)2/1/1998 3:00:00 PM
From: jbn3  Read Replies (1) | Respond to of 176387
 
Re analysts with conflicting opinions...

Remember, it always takes at least two opinions to make a trade! So who knows more about the sector, and is right more often?

3



To: Mohan Marette who wrote (28996)2/1/1998 3:03:00 PM
From: Ian Davidson  Read Replies (1) | Respond to of 176387
 
Hi Mohan..

I subscribe to Michael Murphy's California Technology stock letter and he attended this conference. He was saying that most companies giving presentations were fairly upbeat and positive. He is very positive going forward, and he's pretty good at "getting it right" with regards to the trends in tech.

Ian