Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jock Hutchinson who wrote (24075)	8/28/2001 2:22:45 PM
From: sea_biscuit	Respond to of 25814

Jock, at least over the last cycle and at least as far as LSI is concerned, your approach and my approach were similar. I got in during the early 90's, missed the peak in 1995, learnt my lesson and got out last year. The only problem that I see in getting back in now is that the techs seem to have blown up. In this context, I am reluctant to get in to LSI because it might be, rightly or wrongly, painted with the same brush. If it gets down to single digits, then maybe I will take a look at it again. I agree that optimists like Addi will have their day, but only if they sell! Falling in love with a deep cyclical is the surest way to ensure sub-standard returns. That was the point behind my observation that over the last 6 years, LSI has lost to the mattress.