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Technology Stocks : LSI Corporation

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To: Moonray who wrote (8381)	12/12/1997 11:05:00 AM
From: Duane L. Olson	Read Replies (1) of 25814

Moonray... Great logic, thanks for sharing. Addi, that "ka$h is King" quote should have been attributed to Moonray.. I misattributed it earlier. Moonray, I've seen various figures on LSI's Asian profits percentages.. By one assessment, only 7% of their revenues would be related to the "affected" Asian countries.. Presumably that would exclude Mainland China and Taiwan for now... Will put that 7600 level on my watch list also, Moonray. Am having to revise strategy sharply.. Had some super profits for the year going into October, having caught both the energy and the small cap runups. Have now bled off all profits after July putting in a failed Call strategy. Am now leaning towards catching the year-end rally, then exiting for another rest.. As is being pointed out, this "turmoil" and the aftereffects aren't going to get resolved tomorrow. Thanks again for sharing your thoughts.. some wise advice. TSO

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