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Technology Stocks : Full Disclosure Trading

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To: Sarmad Y. Hermiz who wrote (7403)1/5/2004 12:47:56 PM
From: Esway  Read Replies (1) of 13403
 
OT: Only question I have with LSI is how will the separation of their Storage business effect their bottom line profit once they spin it off? Could that be the fly in the ointment that keeps LSI struggling below 10? Was surprised to see it sell off back down to the 8+ area after the nice run up to 10+ back in mid-Nov. after the announcement of the possible plans. Other than that one would think that the revenues would trend to the upside with the rest of the chip industry. Either way under 10 seems to be an interesting trade. Good luck in '04.

EW
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