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Technology Stocks : LSI Corporation
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To: Duane L. Olson who wrote (8145)12/5/1997 9:31:00 AM
From: shane forbes  Read Replies (2) of 25814
 
OSO glad to see you are buying... Must be turnaround time... L/t Bargains abound... Not familiar with your recent buys but I do like your logic on DPMI. I "think" these guys are big players in this area but you should check. Seems to be the right idea and the stock does look cheap. Can't comment further because have not looked at financials or impact that the Gresham location would have on overall revenue... But idea looks right. Heard of VECO - think they are good - no real opinion to be honest. This boy don't do bio companies so CTEC not the slightest clue. And APAT - all I know is from the arguments on that thread.

But am sure you are doing the right thing.

On overall market, s/t waffling, i/t bearish. Funny to see that the DOW has eked its way back over 8,000 with nary a concern about earnings etc. Seems to be a "buy because we have money" syndrome. With fundamentals put to the side for the time being. Not sure. Honestly not focused on the overall market these days - concern about SEA effect dominates thinking. Yet I see today that we are at a 24-year low for the unemployment rate.... Hmmmm... Techs are funny stocks - they need a growing economy to sell their wares yet a growing economy could lead to inflation (does not look like it these days) that would depress the value of their shares. Guess would be that the former is more important near term since the U.S. economy could absorb some of the purchasing power damage to SEA. But still 8,000 is too darn high so watch out below if people begin to realize that the valuations are still too high. My focus is on the little companies that are being killed and JAVA... ! :-]
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