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Pastimes : John Dessauer's Investors World -- Ignore unavailable to you. Want to Upgrade?

To: DWB who wrote (2175)	9/27/1999 5:07:00 PM
From: David Oates	Read Replies (1) \| Respond to of 2346

Speaking of advice, is anyone beside me having trouble accessing JD's online site?

To: DWB who wrote (2175)	9/27/1999 7:15:00 PM
From: The Verve	Read Replies (1) \| Respond to of 2346

>>>To clarify, JD said to sell SOME LSI if it had become too large a portion of your portfolio. While RAD has since gone down, it's not the end of the world... nor was it the only alternative for the available funds.>>>> There you go again, Daniel...with your "justification" JD made a good call 'cause he said only sell some LSI. The bottom line is this...he said SELL. He also said sell because LSI is only growing at 8% a year. Well, I guess I gotta go over this again with you. Wait, let me make this simple, I'll once again REPEAT what I said to you earlier. Are you gonna continue playing HIDE AND SEEK with the board or are you gonna come clean and tell the truth to everybody once and for all? Here's the post in case you can't find it... ******************************************************* Daniel...You KEEP on trying to COVER UP the issue. The ENTIRE thread wants to know what your investigative skills uncovered when you called LSI. What happened? Who's right? Who's BSing whom? Are you SCARED to tell everybody? We want to know. We NEED to know. SPILL THE BEANS DANIEL! Spit the bit. Nobody here has forgot I DARED you to talk to LSI. We're all wondering why you're AVOIDING telling us. Wait a second...it just occurred to me...are you HIDING something from us? That has to be it...you're HIDING the info. Shame on you. You're too chicken to tell us because of all that foolish gloating and your cocksure attitude has been proven WRONG. I already know the answer and I'm sure you've had time to call yourself. Did you speak with Robert Sison at LSI's Investor Relations like I did? Since it's obvious you're too spineless to share with everyone what you found, let me share with everyone what he told me and what he told you. 1) Pro-forma number in LSI's 10K should NOT be relied on to compute '99 growth rate. (Sorry Dan, JD's wrong, you're wrong) 2) To say LSI is growing at 8% growth rate is WRONG. (Dan, Robert Sison's job is to guide the street as to the happenings at LSI, NOT mislead the street as you implied in an earlier post) 3) Analyst expectations are that LSI will grow at nearly 30% annual growth rate this year. (based on quarter over quarter sequential growth of 6 to 8% for Q's 3 and 4) 4) CAN'T reveal Symbios revenue for Q1, Q2, Q3. Figures are NOT public. Do us all a favor and don't post again until you admit you have spoken with LSI. Be honest. Stop hiding the facts. LSI, Wall St., and the entire investment community (except for you and a few Dessauer subscribers) are in TOTAL AND COMPLETE AGREEMENT with the assertion that LSI is growing at nearly 30% this year. We are all DYING to find out what you discovered. Or are you gonna continue this charade and forever BS 'your' thread and guests? Please be honest with us Daniel. We just want to know the truth. Please get back to us with what you found out. Please? The phone number is (408) 433-8000. Ask for Robert Sison. Looking forward to your reply. Ron PS Once we get to the bottom of this matter, then maybe we can discuss some other issues (I'm sure more stimulating, more profitable, less petty) that will put more money in all of our pockets. Or talk about this. Your choice. **************************************************** Shame on you Daniel. And I'll say it again, SHAME ON YOU. For not being honest with everyone here on this thread. Personally, I hate a liar, and I almost equally hate a person who HIDES the truth or SHADES the truth to make themselves look good. You, I, and LSI Logic ALL know what the TRUTH is, don't we? I'm sure you feel like a true horses a for popping off like a fool and then RUNNING AWAY LIKE A LITTLE SCHOOLGIRL when I called you on it and told you to call LSI directly. (Asked, told, even DARED) Let me repeat the number Daniel---(408) 433-8000. Ask for Robert Sison. He's a nice guy and he'll explain it nice and slow for you. OR ARE YOU GONNA KEEP B'S'ING EVERYBODY AND RUN AWAY AGAIN? Tell the truth Daniel, just tell the truth. Be an honest person and people will respect you for it. Ron PS Oh, and please don't come back with a 'LSI is misleading and duping everyone' argument, because that's not a valid argument. I don't think a 2 billion dollar public company with over 6000 employees is in the business of fooling the public, the accounting firms that audit their books, the SEC, and the scrutiny of hundreds, if not thousands of money managers and investors. Or do you? PPS Please DON'T post until you COME CLEAN with the thread what you discovered when you called LSI, OK? Everyone here is a little tired of waiting for you to share what you've found.