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Technology Stocks : LSI Corporation

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To: rairden who wrote (14550)	8/25/1998 4:12:00 AM
From: Yamakita	Read Replies (1) of 25814

Of course it's not a no-brainer--I don't think I implied that it was. However, the Street runs up semis like clockwork on occasion, and I think LSI will take part in that run up, which I'm giving myself 29 months to happen. I also think that mgmt wanted to get as much bad news as possible out last week. It looks like a bottom. The great thing about leaps is the time frame. It's precisely the wrong time to buy leaps once the turnaround begins. In any case it's a small position, I would never bet the farm on such speculation (which is, as you pointed out, what it is)

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