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

To: sea_biscuit who wrote (25135)8/10/2002 12:13:16 PM
From: Andy M.  Read Replies (1) | Respond to of 25814
 
Dipy,

But look at LSI specifically: it's trading at 1.57 times sales. It's price to book value is 1.2. If it goes to $3, it'll be trading at roughly half its book value! This is a company projecting 10% quarter on quarter revenue growth (at least for the next quarter) and they've got some credibility because they beat revenue expectations last quarter during a very difficult period and seem to have good visibility (at least for this quarter).

Why in the world should LSI go to $3?

Andy



To: sea_biscuit who wrote (25135)8/12/2002 11:58:48 AM
From: Jock Hutchinson  Read Replies (1) | Respond to of 25814
 
Mr. Dipy:

To date, Jock's portfolio is doing very badly. He is down 54 percent. On the other hand, you pick is only down 21 percent. I'm sure Jock would be joking that it was a good idea to die when he did.

But valuations are now very favorable for his portfolio, and it will go up for the rest of the year.


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