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: Andy M. who wrote (24200)	9/25/2001 1:00:59 PM
From: sea_biscuit	Respond to of 25814

Andy, I still feel that Jock's getting out of LSI (at 72 or so) was a great call. I only wish our good friend Addi had followed Jock's call and acted on it. I do remember that Jock had put out a detailed analysis long before that as to why LSI would hit 160 (adjusted for splits, it would be 80) within a certain time-frame. And it turned out to be true. Even if I attribute that fact not so much to the accuracy of Jock's analysis as to the extent of the mania at that time (one could have forecast any stock to rise 300%, 400% in 1999-2000 and have a pretty good chance of being right), I still have to give credit to Jock that he got out near the top. The fact that it went another 25% in just two days does not say how wrong Jock was; it says how manic the market was.

To: Andy M. who wrote (24200)	9/25/2001 2:45:38 PM
From: Jock Hutchinson	Respond to of 25814

Andy: Don't we all long for the days when one could miss a stocks peak by 20% by trading it during the wrong hour. Guru I am not. Paranoid yes.

To: Andy M. who wrote (24200)	9/25/2001 2:49:19 PM
From: Jock Hutchinson	Read Replies (1) \| Respond to of 25814

Andy: In a couple of months when I have the time, will give my scenario for LSI, but in many ways it will mimic what has long been said on this thread. I am particularly interested in how FPGA functionality will play out vis a via the ALTRs of the world. And a primary reason LSI is valued much lower than NSM is that LSI lost John Daane, who was the clear heir apparent to Wilf. With Hala running NSM, Wilf is becoming the Miami of Ohio of the semi industry. We see if a credible heir apparent arises.