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Technology Stocks : LSI Corporation
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To: akmike who wrote (17775)4/7/1999 5:55:00 PM
From: sea_biscuit  Read Replies (1) of 25814
 
Thanks, Mike. I too have enjoyed the debate and appreciate Jock's insight, especially given that he has been an investor for over 3 decades. And 3 decades' experience is not something to be just brushed aside.

And btw, LSI is my largest holding too. However, I have embarked on a program to restructure my portfolio so that no stock occupies more than 8% of the portfolio. Even MO, which I talk about so much, has a weighting of only 6%. I am still over-weighted in LSI but that was because of a "youthful indiscretion" (thanks to Henry Hyde, you can call yourself a "youth" even if you are in your mid-forties! <G>). I am trying to find my balance now by selling a bit of my LSI whenever I see too many posts here with too many exclamation marks in too short a time!

Good Luck, everyone!
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