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Technology Stocks : LSI Corporation
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To: E. Graphs who wrote (13711)7/21/1998 1:03:00 AM
From: Andy M.  Read Replies (1) of 25814
 
E,

Did BBRC beat eanrings expectations? Do you think some of the selling right before earnings was proft taking on the run-up of the past few months? It's hard to believe true info has leaked out on LSI. There has been almst no company-specific bad news on this one for a while, except for some stuff about competition and the general sector stuff (hmmm, maybe that's enough?), and the last words from Wilf were really positive. If LSI tanks further, it'll be the second time I've lost a huge (for me) margin bet with LSI in the past year ( I also have a long term position). This stock is starting to feel like a bad habit. Sun's good results on its workstations should bode well for LSI's computer business, though.

In a strange and insidious way, LSI is making *me* feel like a system on a chip. Not a good feeling.

Andy
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