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Technology Stocks : LSI Corporation

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To: uu who wrote (8525)	12/17/1997 12:43:00 PM
From: sea_biscuit	Read Replies (3) of 25814

Translation: LSI is a very very very bad stock to hold! As a contrarian I really love this and the more the reason to buy! Significantly, Technology Value Fund (TVFQX), whose prospectus states that its objective is to "...invest primarily... in equity securities of companies in the electronic and medical technology fields which are believed to be undervalued and have potential for capital appreciation", doesn't own LSI at all! And yes, over the last 3 years, the fund has done superbly and has beaten the Nasdaq index handsomely. After the recent slump in LSI, I expected TVFQX to mop up quite a bit of it during the month of October. However, when I checked their "end of October" holdings (at techfunds.com), LSI is conspicuous by its absence! I really wonder why. Dipy.

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