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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (8218)	12/9/1997 4:30:00 PM
From: Duane L. Olson	Read Replies (1) of 25814

OWW, Is today's market pointing to "the last hurrah" opportunity to buy the techs cheap? The Nov Hi, Dec Lo scenario is panning out for quite a number of "tech victims".. I'm now back to under 50% cash, and will be around 10% cash before the 18th. Could be wrong (contrarian skills still intact), but have to take a stand and make a bet at some point, and all the pointers aim at that target (IMHO).. Your growth figures so the semis look good to me!! With less capital available world-wide, won't the margins on that increased growth just get better and better??.. Wishful thinking?--I don't think so.. The scenario is building up for some nice semi profits over the next 2-3 years... TSo Ole!

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