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Technology Stocks : LSI Corporation

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To: Hightechhooper who wrote (13013)	6/12/1998 8:59:00 PM
From: shane forbes	Read Replies (2) of 25814

and IBM is not the GOD you are making them out to be... Like I said I am getting a bit tired with all of these regular ominous warnings of impending doom... I have really no interest in defending LSI or whatever... the weather here is bad so I am just wasting time as I usually do... sure I've said it before I would be a strong proponent of LSI partnering with someone but those companies gain more from this than LSI does - just count the total R&D spending for LSI on IP over the years... that is worth more than 5 fabs easy... it is not about buying 1 or 2 cores it is about buying several dozens of cores as a fully functioning interoperable set... TXN would be interesting but this segment is not their focus as of now... STM would be more viable but both compete robustly anyway... better for LSI to share cap. exp somehow and keep the IP to themselves... this suggests to me a foundry type agreement at 0.18 or way below... I never said LSI was a God, you guys make it sound that IBM is a God and we should be petrified... as so many occassions in the past have shown - all nonsensical arguments predicated primarily on fear... We've been through the higher stock price a zillion times before as well... I said I don't know - it is likely a combination of a delayed rollout of DVD (a 100 million shortfall) + woefully inadequate tools... All I've said is that LSI is good and IBM is good... and I stand by that... if you've seen the light good for you... 'Dippy' is spelt with a single p... when the spell is broken and you have to convince yourself to hold you had best do yourself a favor and sell... You had a chance at the 21 level when you were talking about your 'concerns'... LSI will be over $100 a share with or without all your 'concerns'... watch the revenue growth this year... duh! and like we did not know about the 'significant impact' thing... check out the other 95% of the semis for proof now... as I've said earlier it is a bit dicy holding a stock in a sector that is getting creamed but regardless of the stock price I like my chances and I do not consider the company to be the Almighty or Athena... I just have a much (and I mean much) longer holding period than the average tech 'investor'... have you been chastened with the experiences from other tech stocks?... I think IDTI was another one you fell in love with and so was ATML?... those are different companies... both have a common trait - competing with INTC and not very high IP markets (but both are getting much better)... Besides did you see Kurlak's opinion of LSI almost right after you posted your reasons about big l/t problems for LSI... I think he (finally) saw through the nonsensical arguments of impending doom regularly put forth on this thread...

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