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Technology Stocks : LSI Corporation

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To: Gary L Schultz who wrote (13235)	6/27/1998 2:09:00 AM
From: Hightechhooper	Read Replies (2) of 25814

Gary, What do ya mean nothing positive in my posts? I am the most optomistic guy around...I have said over and over again that LSI should be at 30 RIGHT NOW, TODAY!! I mean look at a company like TXN, they might earn 35 cents this Q versus LSI's 24 or so but txn sells at almost 60 versus 23 for our friend here. Worst case LSI should be at 50% of txn. The fact that this is not happening is the source of my negativity. This is because although LSI has a GREAT strategy, very good products and good technology they do not know how to market themselves to the investment community at all. That should be the easy part, but it is not for them. So my negativity is simply pointing out a glaring weakness that can and should be improved upon. Didn't Any Grove say at intc's shareholder meeting that they can do two things to influence the stock price, manage the business and communicate their objectives and status effectively tothe investment community. LSI has only 1/2 of this formula. The other source of my negativity is simply becasue that is what most people are feeling right now and I am trying to reflect it back. It only sounds like I am super negative because I am the only one posting. Finally, it sounds like you have a long term view on investing. I used to (thus the screen name) but that has not worked for me in this sector so I am changing my ways. You hold on for 2 years and don't look back. During that time I hope to buy low and sell high many, many times. I just didn't realize 25 would be considered high during this period. The combination of the rumor mill and LSI's very poor handling of the situation has put a ceiling on this thing that is much lower than it should be. Good luck and see ya in a couple years

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