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Technology Stocks : LSI Corporation
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To: Hightechhooper who wrote (13907)7/27/1998 12:32:00 PM
From: patrick tang   of 25814
 
Re: Bottom Line:

1) This stock is a value play at these levels and will not get into
any sustainable uptrend until clear signs of significant, consistent
revenue growth are presence (i.e. Montgomery was right again)

And that is the 'bet'. When do you think Japan might start to recover e.g. some real tax cut, remember the last blow was gov. upping sales tax from 3% to 5%. How about Far East starting to grow again? How about digital photography taking off in a big way? So far the reason I believe that has not taken off is because no good printer is available. But that has changed, the new ALP micro-dry printers will print photo-quality prints for $500. I expect digital photography to not only really take off this X'mas, but sales to continue to ramp into Q4/Q1 etc.. Recovery a Q early, a Q late, guess everybody have their own time tables. Me, I bought this stock so baring a market melt-down, I won't have to look at it for another couple of years and hopefully at that time can get 3X return.

patrick
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