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Technology Stocks : LSI Corporation
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To: Mark The Trader who wrote (8404)12/12/1997 4:45:00 PM
From: DavidG  Read Replies (1) of 25814
 
Mark the Trader,

<<A lot of stocks have priced into them possible lousy earnings
and weak forward estimates anyway, plus your having a year end tax effect going
on. The Asia mess will probably take at least 2 quarters to work itself out
(inventory effect). >>

Don't forget, they also factored in the depression, fab fires, sony bailout and maybe a couple of asassinations...and yes a middle east war.<g>

DavidG
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