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

To: John Dunigan who wrote (22389)	7/25/2000 8:51:38 PM
From: G. H.	Read Replies (1) \| Respond to of 25814

John D. you are right on about Q-2. LSI had great numbers Y to Y, I haven't listened to the replay yet, but intend to. From what I've heard, they had some storage component shortage, and a delay in an order which will book in Q-3. Big deal, what I find funny is the typical over reaction, but hey that's opportunity for long positions. I would like to point out that they hit their earnings on less revenue, HELLO PEOPLE.......... That spells out rising MARGINS, and given the typical strong second half for the consumer related business that LSI kicks butt in a buy here or, even better, the upper 30's, will spell out at least a 60 % return by years end. Hey I have a lot of margin power I have been saving for just such a deal. Bottom line, congratulations to the short money out there, but the screw turns both ways. Take care Henry