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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (10679)3/6/1998 11:46:00 PM
From: Michael Grosz  Read Replies (3) of 25814
 
Shane,

About Jan 1 of this year I asked for your opinion on which stock would provide a safe trading opportunity, ATML or LSI (We both felt they had been beaten down.) Well, fortunately, I picked LSI, and gained a few $ on a quick trade:

quote.yahoo.com

I have another brain teaser for you. INTC says SEA is Okay, but US and European demand are weak, and margins are bad. MOT says SEA demand was weak and FOREX was terrible. I don't know exactly what CPQ will say, but how about this, THESE ARE SOUNDING LIKE MANAGEMENT PROBLEMS!!! If these problems do turn out to be "preventable" or at least "foreseeable", one would expect our little LSI to be rewarded for NOT pre-warning. Just maybe that means that Wilf, et al., actually know what's going on? Or am I being WAY TOO optimistic?
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