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

To: MileHigh who wrote (19038)	6/23/1999 5:15:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Milehigh, re LSI, I can just about correlate my increase in confidence in Corrigan and LSI to my attending the stockholders' meeting in San Francisco in early May. That did it in spades for me, and I probably would have sold at several prices on the way up, were it not for that. I do think they've got it all together, from what I can see. That's admittedly not much, but what visibility can we attain as investors, anyway? Question is, as always, where's the exit. This is a cyclical business, and it's unlike holding a Cisco or an EMC, which I see as growing for a long long time. LSI has to be looked at more like an AMAT, a super classic cyclical stock. With all the great growth predictions for this up-cycle for semis through 2002, I guess I'll hold 'em for a good while. You? Tony