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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Jock Hutchinson who wrote (18835)	6/12/1999 10:03:00 AM
From: Beachbumm	Read Replies (2) \| Respond to of 25814

I agree, but the market has never treated LSI like an Altera or a Xilinx. Do you think it could be a brave new world? Beachbumm

To: Jock Hutchinson who wrote (18835)	6/12/1999 11:43:00 AM
From: patrick tang	Read Replies (1) \| Respond to of 25814

Jock, I replotted after adding two other darlings - ADI & STM, which to me are very close to LSI. Those curves are sobering w.r.t. price to sales ratios and whether LSI is 'overvalued' or not! If LSI can project higher than 6% sequential, I think we might not even have any pull-back on new after July earnings & cc and may even move higher. Looking at the run-up last week, I was thinking about trading right before earnings and buying back after dip post earnings. But looking at those price/sales #s, I think I'll just sit. patrick