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Technology Stocks : LSI Corporation

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To: Thomas G. Busillo who wrote (14394)8/19/1998 7:03:00 PM
From: john dodson  Read Replies (1) of 25814
 
I'll never understand these analysts. They're the first to say not to invest for the short term. Clearly, then, their buy/sell recommendations must be for the long term. How in the hell could Kurlak go from thinking LSI's long term prospects are among the best in the semiconductors when it was $25, to now being "neutral" when LSI's $10 cheaper?

If it was great at $25, shouldn't it be hellaciously great at $15, even with a warning for the current quarter? Either he was totally wrong before or he's totally wrong now.

JMO,

John Dodson
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