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Technology Stocks : LSI Corporation

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To: E. Graphs who wrote (20059)	9/30/1999 8:41:00 PM
From: country boy	Read Replies (3) of 25814

E: I see you have no semi's now---just as well, huh? I don't recall a worse semi day when all market averages were up, do you? IDTI and CY hit big as well. When did you get out of IDTI? Before today, I was comforted in the fact that all my semi's were still near their highs as the NAZ and DOW kept pulling back. I can't help but think it's a sign of big trouble when the sector that most led and held up the market, semi's, has now cracked. Is it just profit taking after a huge run, in which case it's following the market lead down; or is it a leading indicator now of further declines. I'm holding lots of calls, still, and in some ways would love to get some more on the cheap (lsi 45-50), still, I'd rather we saw the bottom today. Think that 14-16 gap in IDTI won't yet be filled? cb

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