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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (9928)	2/20/1998 12:09:00 AM
From: Duane L. Olson	Read Replies (1) of 25814

Wizard, O Wise One...what a super job of looking down a couple of levels!!! Not only is there a view of the forest, but the composition of the trees can beimportant, too.... and you figured it out! Merrill L.. Send out a call... I can point you to a replacement analyst for that contrary K--!!! Now that you have broken it all out, Shane, it is obvious as hell...so why haven't any of those high paid types given us the LEAST clue to this breakout of the LSI's product composition.....?? I'm replanning my investment horizon out the next couple of years with this insight... and that's not kidding!! Shifting capital into the fast moving areas for now, and will come back to double up on LSI when they are starting to reap that move away from the commmodity business... Just gotta fine tune the timing.. Thanks twice over for the wisdom from Wizard-dom!! TSO

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