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

To: uu who wrote (19032)	6/23/1999 4:33:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

LSI takes stock-of-the year award - For us longs, time for buy and hold for the upturn to unfold For Dipy Longs, time to sell .... patrick

To: uu who wrote (19032)	6/23/1999 4:39:00 PM
From: sea_biscuit	Respond to of 25814

Addi, I don't have a low or high opinion of the company. All I am doing is to sell my holdings from time to time so that I can bring my exposure down to more comfortable levels. And talking about risk, I have about 8% of my portfolio in MO, easily one of the "riskiest" stocks around, considering the number of people that are predicting its demise! As for steel, aluminum, tires etc., I have my IRA invested in the Dow Dogs. If any of those Dow stocks (Alcoa, Goodyear etc.) qualify to be in my portfolio, I buy them. Otherwise, I don't. Coming to your mention of AT&T and Wal-Mart, a few years down the line, people would realize that investing in Ma Bell would have been quite profitable and a conservative way to play the internet sector. And Wal-Mart (along with Disney) is likely to be seen as a much smarter "internet investment" than Amazon.com