Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : CTSL -- Ignore unavailable to you. Want to Upgrade?

To: Robert Einstein who wrote (1266)	4/6/1999 8:23:00 AM
From: tonyt	Read Replies (1) \| Respond to of 1354

I remember his qcomm short, also his AOL short (he believed that ISP's such as AT&T would win). btw, looks like he's stopped out of YHOO, however he's still shorting (or should I say recomending shorting) AMZN. Looks like the best advice would be to short his CTSL and go lond his OSS :o)

To: Robert Einstein who wrote (1266)	4/6/1999 5:24:00 PM
From: BelowTheCrowd	Respond to of 1354

Robert, > I can not fathom why this IDIOT is regarded as a technology expert. Because he seriously does know a lot about technology and technology companies. He just has no clue how to pick the winning technology stocks in this environment. The environment he based his theories on was mostly a transitional one in which anybody who invested enough in R&D could be expected to do well. Today the environment is a lot more complex, and his butt-headed focus on "Growth Flow" misses too many things that matter. mg

To: Robert Einstein who wrote (1266)	4/6/1999 10:28:00 PM
From: wolfdog2	Respond to of 1354

Robert, I have been making quite a bit of money lately on ideas suggested by Murphy. He recently had a number of large names on his recommended list, which in your haste to vilify him, you overlook. AMAT and INTC, to name two. As with any source you need to do your own thinking. I agree with Michael that growth flow alone doesn't cut it. Moreover, his timing is at times dreadful. But he does present lots of ideas. Oh, and LSI, which you don't mention, was one of his picks and it was the biggest gainer in the S&P 500 for Q1, if I recall correctly. Incidentally, LGND, which you single out with contempt, is a fine company and, imo, will one day be a big number.