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Technology Stocks : LSI Corporation
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To: Jack Hartmann who wrote (22190)5/13/2000 8:13:00 PM
From: Tony Viola  Read Replies (2) of 25814
 
Jack, >Barron's and the fund manager interviewed had this to say.
. There has been a noticeable absence in semiconductors of the kind of panic selling that has hit most tech stocks the last couple of months. That's good news and bad news. It's good news because we have been long a lot of them. The bad news is we may be in the process of building up expectations that can't be sustained. My guess is that over the next six to 12 months, our exposures in semiconductor names will probably start shifting to the short side from the long side.Barron's and the fund manager interviewed had this to say.
. There has been a noticeable absence in semiconductors of the kind of panic selling that has hit most tech stocks the last couple of months. That's good news and bad news. It's good news because we have been long a lot of them. The bad news is we may be in the process of building up expectations that can't be sustained. My guess is that over the next six to 12 months, our exposures in semiconductor names will probably start shifting to the short side from the long side.

I hope they do go short. That might help start the process of killing off Barron's for good. I think they are completely lame when it comes to technology predicting.

Tony
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