Shane,
First of all thank you so much for your reply. As always very insightful.
I all years of my investing I have never felt so deepressed, sad and absolutely helpless over watching my assets go down so much so fast. Even in 1987, 90-91 things werent that bad (although at the time I did not have any money to invest anyway so really didnt feel the loss that much). It took me over 12 years to build up my assets to where it was 2 months ago, and it has taken only 2 months for my assets to go down by as much as 50%-60%! It is true, demolision is always easier than construction! From LSI to XLNX, to CPQ to my small caps, to HWP,... It took only 2 months for" most" of them to come down to the levels they were 4-5 years ago. Oh well. Its just money!
Anyway, as for LSI, what is so frustrating is they have so many design wins and products, and yet the bottom line is they cant make them into real hard core money. With LSI setting new multi year lows everyday and now with hard core believer of the company such as myself becoming very nervous (after reading reports such as the one put out by Alex Brown), I wonder what would the future prospects of LSI (the stock) be - both in the short term as well as longer term (and I am yet to find out from anyone exactly how long this long term is supposed to be)?
Regards,
Addi Jamshidi |
