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Technology Stocks : LSI Corporation

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To: tjrhame who wrote (71)3/20/1996 5:13:00 PM
From: uu   of 25814
 
I agree with you 100%. I have already invested a VERY large portion
of my portfolio into this stock (LSI). You know the famous logic
in investing: BUY LOW, SELL HIGH! This stock is low (very low) at this
price. and I tell you, real investors they should take advantage
of this unique window of opportunity to grab LSI shares. What
people are missing is the fact that LSI does not depend on the PC
sales as much as other semis do. Only 20-30% of LSI sales comes from
PC and the rest is from telecommunication and other areas. So this
stock has been harshly punished with no good reason. Oh well, the
way I figure the lower it goes the better for me because I am buying
everytime it dips below $28/shr (the bottom seems to be around $25).
I am not worried because in a year or 2 I will actually curse myself
for not buying more of these shares at these prices...

Also consider the following: Microsoft Windows NT will be THE operating
system of future. It is already happening. Corporate America is moving
toward NT. Windows 95 will be obsolete in a year or so. With Windows
NT everyone needs to upgrade their PCs. The following stocks will
benefit greatly (big time): LSI, Micron (MU), MSFT, and INTC (Intel).
I am buying like crazy (and I wished I had lots and lots more money to
buy more of these shares) because in a year or 2 I know I would wish
to have bought more of these shares NOW.

Regards, Addi Jamshidi
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