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Technology Stocks : LSI Corporation

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To: who started this subject	7/25/2000 10:29:14 PM
From: Bob Howarth	of 25814

The great 20M mystery. Everything sounded spectacular for second half, with SUN, PS2, wireless, and all the rest. I swear that each time the missing 20 million was discussed, it seemed to be something else, like lint that sticks on the back of your suit. It wasn't a single item shipped late, or any identifiable set of items. It wasn't just a 0 instead of a 1 in the ERP system. It was not bigger than a breadbox. It does not make strange noises. Could it just be some kind of accounting catch up on revenue recognition, a way to slow things down a tad? Beats me. Things sounded really bullish from here. Wish I had bought some aftyer hours at 41. Didn't sound at all like hype to me. I guess its just one of life's little mysteries!

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