Hi Victor,
Funny you mentioned LSI, I posted a couple weeks back to Howie Feinstein that I sold it at the $20 level, bought at 14 1/2 and 12 1/2. Of course it promptly moved up 6 bucks on better than expected earnings. I have not touched it since. Actually, I'm looking at putting some former CPQ dollars into EMC. The stock has had a great run, but I'm familiar with their products, and the future looks bright. They are the storage leader, CPQ is a competitor but not at the very high end, where EMC has kicked IBM's butt in the mainframe DASD area. For now though, I'm just sitting tight and will see if Mr. Market gives me a nice entry point.
Regards,
John |
