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Technology Stocks : LSI Corporation

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To: E. Graphs who wrote (15064)9/16/1998 11:47:00 PM
From: shane forbes  Read Replies (4) of 25814
 
E:

There could be some downside due to the DPMI connection - Sept may not have bounced up as I would have been hoping for, even though this is stretching the DPMI connection just a tad IMO (earlier posts).

Nevertheless 15 would be nice for those who want to dump and run <g>.

I'll tell you what I think IF we get to 15 we'll sell off there and not at 17 as many would expect. This is the LSI way and I know the LSI well Luke... one of these days I might actually act on it... may the FORCE be with us...

Jees that TSO does know MUCH more than he would like us to believe doesn't he (from 62 to 40 - ouch) - must be the lessons and wisdom of experience I guess - can't believe the "shave" Gilette is taking - no wonder the old timers are panicking left right and center - heretofore standbys are cracking - had no idea things were this bad in
big-cap land - that's a 35% cut - anyway they were way overvalued so about time! Buffet must be cringing now!

And TSO likely made yet ANOTHER KILLING! Bet against Buffet mind you!

Yup DCAM is one of the big drivers - I still feel that if DVD had
gotten off to a good start 2 years ago that would have been
the recognizable PlayStation type chip today and we'd be up by at least another $50 or so million in revenue this year (easily). And people would not be calling LSI a canine these days <g>...

But coulda shoulda means nothigna...

Shane.
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