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

To: shane forbes who wrote (19015)6/22/1999 10:00:00 PM
From: MileHigh  Read Replies (1) | Respond to of 25814
 
shane,

From my readings, it seems like LSI is in the right place, at the right time. Granted, I am not as astute as others but IMO,

1- We have nice momo now (SOX on fire)
2- We have SIA pumping semi growth numbers
3- We have upcoming PlayStation II this Fall in Japan and US later
4- We will get an upside surprise in this Q's EPS report
5- We get positive guidance from LSI in Q report
6- Thus, more momo

I know this sounds simple and like hype, but most times things do not need to be made real difficult. I think this is one of those times.

Regards,

MileHigh



To: shane forbes who wrote (19015)6/22/1999 11:45:00 PM
From: sea_biscuit  Read Replies (1) | Respond to of 25814
 
If the estimates are revised, we hold on to it, until we get to 35 times next year's estimates.

And yeah, maybe it will all prove to be wrong. Who knows? That's why I feel that selling some along the way won't hurt.




To: shane forbes who wrote (19015)6/27/1999 1:35:00 PM
From: E. Graphs  Respond to of 25814
 
Chip Foundries Face Capacity Shortage

exchange2000.com
(courtesy of Youlu Zheng on AMKR thread)


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