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Technology Stocks : LSI Corporation

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To: Moonray who wrote (10319)	3/1/1998 7:17:00 PM
From: shane forbes	Read Replies (2) of 25814

Moonray: techstocks.com I took the liberty of adding AMAT and changing the horizon to 60 months. Wanted to start from post LSI restructuring. (I don't know about NVLS.) ---- If you notice LSI was a golden boy for quite a while and has been quite well behaved except for the recent year or so. I remember that PBHG and Twentieth century had LSI prominently in their portfolios during LSI's heyday. ---- Then all of a sudden Pokohantas lost the "fever". Perhaps it's just a case of being at the party too early - waiting for digital electronics to catch up with the rest of the world. ---- When digital electronics gets on the fast train to exponential growth, Pocohantas will be back and the suitors will come a-beggin'. "Halfway to Heaven". ---- And why dollar cost averaging is a good thing for long term investing (or he who invests at the peak is doomed to eternal poor returns): techstocks.com (INTC & ADI notwithstanding, these are abyssmal returns. Everything's relative however - most pensioners would take 50-60% over 2 1/2 years I'm sure - risk is another thing!) ---- Shane.

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