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Technology Stocks : LSI Corporation
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To: uu who wrote (8570)12/18/1997 1:41:00 PM
From: sea_biscuit   of 25814
 
I would think the worst has already been built into the current price. 26% exposure to SEA, and even if assuming SEA delivers $0, the stock price seems to represent as if 50% of LSI's total revenue is gone and will never, ever come back!

You need to realize that a 10% decline in revenues could result in a 100% decline in earnings! So, if we assume that exposure to SEA results in a modest 4% or 5% decline in revenues, we immediately realize how grim the situation is.

That said, those who were wise enough to sell at 40 or so earlier this year, might find it worthwhile to buy back their shares now.

Dipy.
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