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


To: Stefan who wrote (28860)3/4/1999 7:51:00 PM
From: Tony Viola  Read Replies (3) | Respond to of 70976
 
<<< I am glad that you have so much confidence in M. Murphy.>>>

I know his fund has not done well. Last June, though, he was recommending AMAT at 29, Intel at 70 - 80 and Oracle in the teens. Not bad those.

The PC slowdown is BS EXCEPT for the fact that the market was frozen for a while waiting for the PIII. This always happens when a major CPU chip comes out.

We'll see though.

TV