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Technology Stocks : LSI Corporation

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To: Moonray who wrote (19336)7/19/1999 11:28:00 AM
From: Tony Viola  Read Replies (4) of 25814
 
Moonray,

Re: Throwing in the towel. Not on the guessing game, just sold all my LSI
today at 53 3/8.


You should have sold enough to get back your original investment amount and let the house money ride. Just kidding. The name of the game is to put money into the account.

I do like that upgrade with the words: BUSINESS ACCELERATING WITH LEAD TIMES STRETCHING
AND PRICING STRENGTHENING
, especially the accelerating lead times part.

Sounds like even if this quarter is "just meeting or a little above", forward looking ought to be awesome. Every time I think LSI may be getting ahead of itself, as you say, I think of Broadcom, PMC Sierra, NSM, Q Logic, etc. Then I think, let it ride.

Best of luck and don't be a stranger,

Tony
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