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Technology Stocks : LSI Corporation

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To: akmike who wrote (22555)	8/2/2000 9:39:29 PM
From: William L. Molair II	Read Replies (2) of 25814

I have seen a couple of analyst reports on LSI lately - most of them are really POed about last quarter not beating earnings estimates and missing revenue estimates. In addition, they also seem to hold the quicker Gresham ramp against the company - because of the increased capital expenditures required. I am long the stock. But, 1/3 of the 3rd quarter is over. Looking back at the Jan/Feb timeframe - it seems to me that I saw the companies management talking up the stock, lots of press releases, etc. - and the 1Q numbers looked pretty good. During the 2Q, I didn't see management talking things up as much and also saw a pretty good bit of insider selling. So, I really hope to see management spreading the good word about LSI to the analysts - CNBC etc. AND insider selling dry up - or, I will really lighten up on the stock before earnings come out in October.

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