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Technology Stocks : LSI Corporation
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To: shane forbes who wrote (10207)2/26/1998 10:26:00 PM
From: Sydney  Read Replies (3) of 25814
 
The problem with this whole group is the lack of definition and breadth of the Asian problem. No one seems to be able to definitively determine who is going to be hurt and to what extent.

As the market litter is clearly showing holding LSI, AMAT, VLSI, etc., or even the grand father INTC, is a little like keeping a grenade in your knapsack, not knowing when the pin will drop out.

I took my profit in LSI and am in cash to pick up the debris. It seemed prudent to me, given what we are clearly seeing in this whole group.
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