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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (15319)9/29/1998 11:17:00 PM
From: Wolf 2  Read Replies (1) of 25814
 
Shane:

I have never been a fan of cash reserves. I am buying whenever I can. We may be on a fine line here between recession and a soft landing - but all I see is oodles of quality companies going cheap.

I agree. I am fully invested. What I meant by "nose to the grindstone... etc." was that I was having to hustle up some billable time in order to build more investable cash which I can deploy now and at 'tax selling' time.

As for 'gurus', one has only to look at the results at LTCM with its Nobel laureate-developed investment model...and I thought I had a bad August! BTW, whatever happened to Ms. Garzarelli? Last I heard she'd turned bullish just in time to catch the market top.

K=Jock
Now that would blow me away! MPD heavily laced with self-loathing? Nah...even multiple personalities would get along better than those two.

K=Wolf
Well, during the recent market downdraughts, there were occasional memory lapses...time lost, that kinda stuff. I thought it was an alien abduction...

Regards,
Wolf



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