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Technology Stocks : LSI Corporation
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To: jelrod3 who wrote (8157)12/5/1997 11:37:00 PM
From: Duane L. Olson  Read Replies (2) of 25814
 
J -- Some thoughts in the BB post that we would ignore at some risk to our tech portfolio... However, what would you think BB would modify in that assessment if he knew we were going to have the lowest unemployment rate since Nixon, and that the SEA competitors to our tech companies would have their finanacing ripped out from under them for quite some time? IMHO, the possibility of sharp margin improvements for the techs leads me to increase them as a percentage of my portfolio -- and especially after the blood bath that has enveloped quite a number of them. Do you see something of that advantage for the well-off companies in the stable growth countries (read:USA) over the next couple of years? dlo
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