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Technology Stocks : LSI Corporation

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To: uu who wrote (17542)	3/26/1999 5:01:00 PM
From: Andy M.	Read Replies (2) of 25814

Addi, I understand your frustration with LSI, but I also remember that you got impatient with SUNW about a year ago, after being the supreme SUN bull as the stock languished in the 30s and 40s for a while. You gave up on it, and then look what it did. I know you got back on board there--and maybe pretty early? I don't remember. Anyway, it's funny. I also sold my full position in sun maybe the day before you did and bought back 1/3 of what I had, at the advice of my wife, and so have been on board there since 43--but with fewer shares. I see you coming to the moment of capitulation, then, as a very bullish sign for LSI. I am very close to breakeven on LSI and will not be selling until I ride out the run-up that I just know is right around the corner...or the next corner... Andy

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