Addi, I thought you had stopped responding to Dale on this thread after he got personal, and nasty with another contributor in this thread.
Anyways, you mentioned about your biggest holding now is LSI Logic. And you mentioned that they beat all estimates last quarter and at least 5 brokerage house raised their ratings on LSI. And you expected LSI will be 100+ in 2 years. However, the stock is down for the last couple days. I am interested in buying LSI, but I don't know its price history, and its price moving pattern to identify a good entry point in this stock. Besides RMBS, I don't have any semi stocks, why you pick LSI, and not AMAT, MU, etc? What do you think is a good entry point? As always, your insight will be greatly appreciated. |
