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Technology Stocks : LSI Corporation

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To: uu who wrote (14470)	8/21/1998 4:01:00 PM
From: Uncle Frank	Read Replies (2) of 25814

Let's hope you're right on dollar averaging right now, Addi. I'd hate to think of you having to commute to the valley from Gilroy... long drive and the mild reek of garlic on everything you own <g>. I know you have a long term committment (emotional attachment?) to LSI, and that you aren't trying to "time" the market. But, don't you think it might be best ( particularly for those of us whose wives critique our portfolios) to wait for the next quarterly report on 10/22 before jumping back in? I can't imagine that lsi will run away from us before then, since they are under the dark cloud of an earnings warning, and I don't expect overall market conditions to improve very much until October/November. Besides the Symbios portion of the equation will be clearer by then. I know in 2 years, it won't make a lick of difference, but I don't see any need for haste just now. The ASIC business seems to have a awkward business model: The more advanced your technology is, the less profit potential you have. I have long considered VTI and LSI to be the two best in this sector. If they can't get good returns, what is this industry all about? Frank

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