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Technology Stocks : LSI Corporation

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To: Tony Viola who wrote (19366)7/19/1999 10:50:00 PM
From: sea_biscuit  Read Replies (1) of 25814
 
I think Shane is saying that what used to be "10/20/25 billion... right here!" is now changing to, as you put it, "a hundred million here, a hundred million there...". And that is a sea change. It is this transition that could potentially render Intel into a pedestrian investment (i.e. trail the S&P 500) going forward.

Just my opinion (and my interpretation of Shane's arguments).
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