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Technology Stocks : LSI Corporation

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To: Duane L. Olson who wrote (8004)	11/27/1997 12:47:00 PM
From: shane forbes	Read Replies (3) of 25814

Hey OSO - happy Turkey Day to one and all. I took forever to find this. But I was wondering what the sentiment on Zacks was for LSI last year compared to the current situtation. Could not find June/July '96 stuff but : As of Oct. '97 -- 4 s.buys, 5 buys, 6 holds cp. to currently -- 2 s.buys, 3 buys, 13 holds (I'm inclined to believe that since 1994 or so the current readings must be the worst LSI has ever had or at least very close to the worst.) How's that for a total "giving up" of the company's prospects! Oct.'96 was tail-end of semi slump and even though stock market theoretically is a forward indicator, analysts live in their own world. Pretty interesting contrarian view-point... You could argue that things can't be this bad... But you won't get much of an argument from me unless the company starts showing us the fruits of their R&D or I begin to see DVD taking off.... soaring... Of course I do agree this seems to assume the "end is near" and I find that very very hard to believe re: LSI... that R&D money should theoretically pay off one of these days... (Re: APAT - ignore or one-liners. not much point... And I was not being harsh! - truly LSI does not seem to have any following or interest at this point - if these boards indicate this then great - the volatility of the stock is down because not many believers at this point willing to place their bets on the company - of course the person who posted saying he was accumulating is almost certainly doing the right thing for a l/t horizon - buy when no one writes about it... - risky but if you know what you're getting into you'll be smiling a year to 2 years from now...)

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