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

To: Moonray who wrote (19594)	8/3/1999 3:40:00 PM
From: DavidLG	Read Replies (1) \| Respond to of 25814

Morgan Stanley (7/22/99) has LSI as a Strong Buy. They increased 12-month stock price from $60/sh to $75/sh. They indicated the stock to find support in the mid to high $40's. They are looking for a EPS of $2.20 in 2000. Time will tell..Dave

To: Moonray who wrote (19594)	8/3/1999 4:23:00 PM
From: All Mtn Ski	Respond to of 25814

Who is Kaufman Brothers? Could they move more than 1000 shares of stock? Well, after selling out after the ride to 50, I'm back in today with a smaller position at 45-15/16. Fundamentals are just too strong to ignore, IMHO. I'm expecting some more weakness around the secondary, as the new bond holders sell to hedge the convertible feature, so I'm keeping some $$ on the sidelines. Some valuation comparisons from Yahoo: LSI: Price to Book= 4.87, Price to Sales= 4.0 XLNX:Price to Book= 10.95 Price to sales= 13.58 TXN: Price to Book= 8.28 Price to Sales= 6.69 PMCS:Price to Book= 28.01 Price to Sales= 29.04 INTC:Price to Book= 9.57 Price to Sales= 8.81 biz.yahoo.com Happy Investing!! Tom