Shane, I guess we'll have to just agree to disagree, one of those Ahole expressions of the 90's.
Even if you think IBM won't make a dent in your bottom line, no matter what product you're into (chips, computers, software or services) that they decide to muscle into, the FUD will put a dent in your stock price. Put it this way, we didn't need this after Kurlak's upgrade.
But, yes, low volume on the down makes it not look so bad. I'm not selling LSI. I appreciate all the R&D they've done, and the new products that have resulted for all the right markets. Don't need Big Blue tromping around in your living room, though.
How about a positive spin...if IBM sees gold in them thar hills, must be good stuff, right? LSI is the leader? BUY them. We'll see.
Tony |
