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Wiz, well said, LSI is burning no tracks up right here...and not saying it couldn't.. Your assessment with the breakout of LSI production into the "Old, commodity" component as opposed to the newer, Coreware of the Future type production was an eye opener for me.. Like, REASSESSMENT TIME, Big Time... So I play the odds... Relative Strength has to be elsewhere for now. Strong EARLY earnings performance has to beat stong earnings performance LATER, IMHO...so the change in investment strategy... Can't believe I let that escape me so completely earlier!! Sure, big funds could get smart, and hot, on LSI sooner, and we miss the takeoff...but with so many alternative uses of cash..I doubt it.. Yup, I still like LSI, and will hold a position...and watch developments... but your numbers have nailed the story on LSI, seems to me... and drives decisions... TSO |
