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


To: shane forbes who wrote (7740)11/10/1997 5:21:00 PM
From: Mang Cheng  Read Replies (1) | Respond to of 25814
 
"BARGAIN HUNTING WHEN THE CHIPS ARE DOWN"


"When it comes to networking, LSI Logic (LSI) also shows
promise. It supplies the chips for the high-end, high-speed
routers that are so crucial to the future of Cisco Systems
(CSCO). And at 17 times next year's earnings, LSI is
trading well below its expected 21% long-term earnings
growth rate."

smartmoney.com

Mang



To: shane forbes who wrote (7740)11/10/1997 8:31:00 PM
From: Duane L. Olson  Read Replies (1) | Respond to of 25814
 
O W O.. Yes, I spent quite a bit of time going through your logic on the share buyback, and couldn't find a flaw. And I'm glad you are willing to go through the trouble to analyze things like that... I look at the 5 Mil share potential and say "hey, they could trade that much in a day", and I lose interest too quickly. But it IS important, especially since share prices are set at the margin. (Eg a last trade of a thousand shares (or a hundred) prices 150 million shares..)
Thanks for your work! TSO dlo