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Technology Stocks : LSI Corporation
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To: M. who wrote (13487)7/11/1998 11:44:00 AM
From: thomas hayden  Read Replies (3) of 25814
 
There must be something special going on with LSI. For all the knocks analyst take, and especially Merrill's analyst, give the devil his due. Kurlac has been right on with the Semis. Look at this quote from Amat's press release. "their near term effect on the semi equipment industry will be more severe than previously anticipated".

So you might not like Kurlac, but he has been right much more than he has been wrong. Which makes his upgrade of LSI even sweeter.
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