Milehigh,
Compared to RMBS, which I sold recently anyway, LSI just keeps going up for the most part. Amazing
lack of volatility! LOL!!
Yes, LSI is, like, back from the dead, and acting as though it's supposed to be the next Dell, or something. The news just keeps coming out as positive, so I say let it ride.
Rambus sure is a puzzle. I can't figure out if it's all the Intel backing that makes the stock go up, or if it really is going to improve PC performance that much over other DRAM technologies (probably the former). And then there's the cost, yield, test and board layout issues. I think I'm best out of that one. I like to wake up with the sun, or the music alarm, not a nightmare about some bizarre Rambus incompatibility with Camino, or Cascades, or Willamette or something.
Back to LSI, the event that solidified my continued holding was the stockholders' meeting this May. Too bad (for me) it's in Colorado next year.
Tony |
