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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Michael F. Donadio who wrote (18683)	8/18/1999 9:38:00 PM
From: John Mireley	Respond to of 64865

LSI is a great company .... Plus .... they have a chunk of the Sony Playstation II, the dvd decoder market, the mass storage market (they purchased Symbios - a value leader in scsi disk controllers), have a new fab of their own coming on line while capacity for their fabless competitors is getting tighter, etc., etc.

To: Michael F. Donadio who wrote (18683)	8/18/1999 10:29:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 64865

Thanks for the information about LSI. Did Addi give up on Sun? Cheers, Mephisto

To: Michael F. Donadio who wrote (18683)	8/19/1999 1:15:00 AM
From: JC Jaros	Respond to of 64865

I started tracking LSI after Addi's mention of it and bought it not long after you mentioned the price here on the SUNW thread. I bought a good deal of LSI on Dec 31 at $16 (following fund managers getting the net year 'loser' off of their books) and have been very pleased with the result. :) Addi made the mistake of trying to second guess and started speculating about 'market perceptions' and short term pricing. As I recall, Addi sold SUNW at $17 or $18 and bought LSI at ~$30-$40. I was fortunate to trade out of a position that hasn't performed nearly as well as LSI. I don't usually trade at all. I'm wrestling with whether or not to take profit on LSI now. My number one rule though is never even say 'sell' and the company which is the subject of this thread in the same sentence. -JCJ