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Technology Stocks : LSI Corporation
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To: synchro who wrote (7811)11/15/1997 1:28:00 PM
From: shane forbes  Read Replies (2) of 25814
 
Hi syncho: I agree with the general direction (;-)) of your argument. If you have a long term perspective then you are definitely operating from a different perspective than most people.

But let me just add that investing is really decision making. A key decision is why not to invest in stock A and instead invest in stock B . Unless the company does a good job at providing the information necessary to assess the risks of investing in its stock, it is very difficult in turn for us investors to assess the risk of investing in the stock. If one company does not do a good job of providing information (such as LSI) then investing in LSI is not too different from "faith" investing. And that's risky. Overall trends are great (std. cells CAGR at 30%) but if mgt. does a poor job of execution the shareholders will be caught watching their company lose market share while ten others enter the business and grow explosively.

LSI is not in such dire circumstances. And their day in the park will come. But it's no guarantee. Many things can go wrong. And unless we have better info. about say why the company is not increasing market share overall and why they have to be a tendency to not provide more information to their shareholders, we are playing blackjack here not really investing. People have a right to be skeptical. (In LSI's favor I've pointed out before that the design tools currently look like they cannot cope with LSI's high density designs and the high-end computing business (except perhaps for storage) is in trouble now.)
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