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

To: DavidG who wrote (8163)	12/5/1997 9:46:00 PM
From: shane forbes	Respond to of 25814

Hi David: You appear to be getting more bearish on LSI as time goes on, I may start using you as a contrary indicator Me no bear. Me think LSI has a real shot but a few important things need to happen first. Me also thinks that you are right about using me as a contrary indicator. Me unfortunately does not think the next Q is going to be too good for LSI. Me showed that Dessauer loves this company and that if the tone of exuberance and unabashed love (and mishtakes - !) are present in all his reports and lots of people like his reports then lots of people like LSI. Me also know that lots of people have fallen in love with LSI in the past only to get 3rd degree burns. Me wait. Me don't think the move if it comes will last. Me nuts. O.K. back to correct grammar. I like the testers and helpers for testers and many back end semi-equip companies. TER is a bit too big for me. I picked COHU. But TER is solid and I see your point about looking the other way and oops the stock soars 20%. I agree it could happen and might happen with yours truly. But I think it will retrace at this point in time. You know who likes TER - the infrastructure guy - Carl Johnson. I think he also likes COHU. In latest Semi-Equip BTB, testing is very very strong at 1.18 whereas overall is 1.02 (or 1.06). Beauty of testing at this stage is that it has to be done in large amounts and that's good if you own the stocks of the testing companies. Me contrarian Evil man - likes nachos.