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Technology Stocks : LSI Corporation
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To: sea_biscuit who wrote (10743)3/10/1998 3:06:00 PM
From: Michael Grosz  Read Replies (1) of 25814
 
"10K in LSI ought to be enough"

Boy, does that provoke some responses.

The most appropriate, however (which also won't get me censured from SI), would be that determining the size of one's holdings depends more on percentages of total invested, rather than absolute values. For example, LSI represents ~20% of my equity holdings (up today from 10%). If one has only 10K to invest, it shouldn't all be in LSI, unless he/she is prepared to have 5K down the road.
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