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

To: shane forbes who wrote (7816)	11/15/1997 1:38:00 PM
From: Robert Goosmann	Read Replies (2) \| Respond to of 25814

A question guys. When you say LSI's day will come. They had a great run a few months back. For the long termers, did anyone take some profits? By the way, I went long on Friday.. goose in texas

To: shane forbes who wrote (7816)	11/16/1997 3:07:00 AM
From: synchro	Read Replies (1) \| Respond to of 25814

>> If one company does not do a good job of providing information (such as LSI) then investing in LSI is not too different from "faith" investing. And that's risky. Overall trends are great (std. cells CAGR at 30%) but if mgt. does a poor job of execution the shareholders will be caught watching their company lose market share while ten others enter the business and grow explosively No args here. "Know thy mgmt" appears to be a common factor in the success of all the great investors (Buffet, Fisher, Price, etc.) And I agree that you can pick that right trend and still lose your shirt if you pick the wrong horse. After all, the golden retriever can run right out of the park and get hit by a truck. You have posted about the intransigence of the LSI investor relationship dept, and I think that's a perfectly legitimate complaint. And if LSI wants the support (and liquidity) of the small investor, then they should shape up. Apparently right now they don't really much care. I do think that there is signficant odds against the small investor that invest in the high tech field. He/she simply doesn't have access to mgmt. To tell you the truth, I don't think the stiffs that work in investor relation dept has much detailed access to mgmt either. Put yourself in the shoes of some guy that works in the IR dept. Here he is grinding out $30k-$50k a year in Silicon Valley and answering possibly repetitive questions from investors, while his breathens that works in the design/programming departments routinely makes greater than $90k a year AND with stock options. I don't know, his psych might be a little unbalanced.