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Technology Stocks : LSI Corporation
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To: uu who wrote (17066)2/16/1999 5:53:00 PM
From: Wolf 2  Read Replies (1) of 25814
 
Addi:

We will be going up BIG time tomorrow (IMHO of course). DELL's problems are its own and the reason is Compaq and HP are kicking its butt.

By no means to dampen your enthusiasm (indeed, your cheerleading often helped to offset the gloom of days past) but you know from past experience that when DRAM makers got whacked, LSI was lumped in with that group, when PC makers went down the tubes last year on lower sales expectations, why then LSI, despite having distanced itself from PC-related products reacted right along with them and when PC sales headed back up, lo and behold everyone suddenly realized that LSI wasn't going to benefit 'cause it had decoupled its car from that particular train. We just seem to get the @#&**$ end of the stick more than our fair share of the time.

Let's hope LSI is dealt with on its own merits.

Just a little venting!<ggg>

Regards,
Wolf
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