Charles,
It was the midyear review show, so there was no "guest," just panelists (the four
with the best performing lists so far this year). One of them (Dessauer, I think)
said he was removing LSI from his list, which I interpreted as meaning it should
be sold.
I guess that's what's hitting LSI a bit today.
One of the business shows last night, Fox I think, showed that LSI was the biggest + mover on the S&P 500 for 1H99. They had LSI at about 175%; next company, which I didn't get, was "just" +125%. Big Charts shows LSI at +195% YTD. We'll see what happens when this, hopefully, one day effect of the WSW show plays out.
LSI can look overvalued, but when I look at the BRCMs, VTSSs, PMCSs, and even ADIs and NSMs of the world, it looks just fine. It looks even better if you believe First Call's $2.10 EPS for year 2K.
Tony |
