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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (10244)	2/27/1998 11:30:00 AM
From: Duane L. Olson	Read Replies (1) of 25814

Wizard, you DO have a good handle on the numbers...and wasn't that little "accounting error" a blast? Now I just have to decide if all of that is "in the stock"... The impacts were sure not "in the stock" for VLSI I see..and I have just given up all my hard earned profits there...sigh.. Now.. a little back off in LSI, because people ThiNK it may not all be "in the stock" ?(I think virtually all possible SE Asia impact IS in the stock for LSI)... BTW, I am starting a switch to small caps, even using funds like FUSMX, OAKSX, OBEGX, maybe even the famous Van Wagoners again...VWMCX and VWMDX... and, am nibbling at the XOI components...oil service and oils...gotta have some choices when the techs quit running here..perhaps by late March?? TSo

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