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Technology Stocks : LSI Corporation
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To: E. Graphs who wrote (10226)2/26/1998 11:28:00 PM
From: shane forbes  Read Replies (1) of 25814
 
E: Thanks I will.

Built cash up a bit the last few days and getting ready to add some bargains - scavenging.

Tend to stay away from the raz-ma-taz types though. And the semi-equips! (I know I've said this a billion times.)

I would look to the semis first and then the semi-equips.

Think I have diversified sufficiently elsewhere to absorb market shocks or at least some of the expected market shocks.

Still don't trust the semi-equips (esp. front end). The market is absurdly too blase about them. (They have yet to beat my 20% bogey but are getting close.)
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