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To: Sonny McWilliams who wrote (20522)8/6/1998 8:00:00 PM
From: Tony Viola  Read Replies (2) | Respond to of 27012
 
Sonny, re Michael Murphy or any other analyst, for every person that has a good story to say about them and their predictions, there's probably one with a bad story. The other guy that was there talking tech stocks along with Murphy that day, forget his name, recommended Adaptec over and over, no matter the question from the San Jose Mercury News guy. I wasn't impressed with him at all, but was with Murphy.

I'm unconvinced about (and not into) Compaq, still. The DEC purchase, their use of Alpha and AMD chips all make me nervous. I think they should have been satisfied with Tandem. Probably my problem. We'll see.

Tony