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Technology Stocks : LSI Corporation
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To: wolfdog2 who wrote (22489)7/26/2000 10:30:17 PM
From: michael97123  Read Replies (2) of 25814
 
"FWIW Michael Murphy just added LSI to his model portfolio, which lately has been 100% in cash."
That's nice of MM. I am a subscriber to his newsletter and not a word yesterday or the day before about LSI, CHIR, BMCS--3 stocks of his that got clocked. After his fund goes long LSI, we will get the alert.

REGarding the conference: Sometimes(rarely) a stock can bounce a good deal of the way back if a strong case is made. Many went short today and they will scurry if that happens. We can hope. I listened to the call and found it upbeat with the exception of the OOPS we screwed up(paraphrase). Analysts called it a terrible quarter. Terrible, that's ridiculous under any interpetation.
I don't get the 30 point drop. Even if the market is harsh maybe 5 points relate to SOX, 10 points to disappointment over earnings and the other 15 beats the hell out of me. That's the 15 that could be quickly recoverable.
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