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Technology Stocks : FORE Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Note bene who wrote (11006)	3/20/1999 12:29:00 PM
From: Tavros	Read Replies (1) \| Respond to of 12559

Note Bene, The qualifier "do your own due diligence" is the driver here. Michael Murphy has an abysmal track record. Moreover, he is reciting the positive side that we all have been hoping for, for the past couple of years, months, days. The other side of the story was articulated very precisely by Ibor, that is, in an exploding market (both general and the networking sector), and with great technology, the management has failed thus far to execute. Let's hope that the recent, very encouraging price action reflects information that the company is moving forward with the March quarter orders. That would a step in the right direction and towards achieving the 20+ level which would be necessary for FORE to be taken out in the 30's, at some point down the road. Speaking for myself, I will stick to it until the fall at which point I have to make a determination whether or not "manana" is worth more than the tax deduction... Regards Tavros

To: Note bene who wrote (11006)	3/20/1999 1:08:00 PM
From: Luke	Respond to of 12559

>>>> john dodson (11005 ) From: Note bene Saturday, Mar 20 1999 12:14PM ET Reply # of 11010 ALERT! I am a subscriber to Michael Murphy's tech stock newsletter. He is very bullish on FORE. >>>>> Regardless of what Murphy said about FORE. Murphy is one the most money manager losers in the bull market today. Remembered he used to like IDTI 3 year ago. Look at IDTI price. His portfolio shows poor results according to The Wall Street journal ( about three-four weeks ago.). Just be careful when listening to advice.

To: Note bene who wrote (11006)	3/20/1999 10:13:00 PM
From: john dodson	Read Replies (1) \| Respond to of 12559

Murphy is good to stir up some interest in his standard tech stocks, which include LSI, IFMX, AMAT, INTC, DIMD, and others. I don't think FORE has been on his list long, at least not that I know of. To his credit, he does seem to be pretty knowledgeable about the actual technology part of tech stocks. However, my experience with his advice in the CTSL has not been very positive. He heavily recommended IFMX way above $20, LSI above $30, and DIMD way above where it is. Maybe I just chose a bad year to subscribe er something, but I get the impression that he's not that good at timing the market, even though he does seem to know about technology. Does FORE show up in his "preferred portfolio"? -John