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


To: E. Graphs who wrote (8165)12/5/1997 10:10:00 PM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
--- definitely low bandwith post ... mostly ot ---

Yes KurPLOP is a piece of le sheet and W.C. reminds me of another WC... But this is quickly getting bottomless...

"will be number one in the whole wide world called nope ya gotta subscribe"

INTU - well I'll be... I thought that one was QUICKsand. I'm QUICKly impressed. They do have a good fast (QUICKENed?) product I can tell you that. Very very nice. So Sally how many stocks do you own? Really. I have 13 now. Succumbed to temptation the other day and took a gander at SVGI. Want to get back to 12 and lower but figured that since 85% of the equity portion is in 5-6 stocks already I'm sticking to the BuffetMan's idea of total and utter non-diversification. Which is a tres good way to become penniless tres QUICKly (or with QUICKENed pace).

Boy I can't help myself... just too corrupt...

"My" eclectic ANASTASIA fund is doing the big 0% return and I'm so proud. I figure this is like a HUGE GARGANTUAN spring that is going backwards right now, just recoiling (high k value), recoiling for that day when boinks boom alakazam shebang it goes SPRINGGGGGG and my average annual return over the holding period jumps to 87%... in a few quarters... likelier.. years... going for the grand slam in 3-5 years and hopefully not the grand salami... that would hurt. Maybe ANASTASIA turns into GOhDZILLA...

Setting up portfolio so that in 1998 when employed I do not have to fret about the day to day turns of the "Days of our Lives" in Wall Street. Almost done but may need a few more GTC orders.

LSI always disappoints. I'm not surprised. But as Dave mentioned you never know. 21 to 27 is 33% and that's not DessaurISH type returns (a.k.a WC returns - flush shooooshhhh). Good company, stupid tool makers can't develop high end design tools, stupid DVD consortiA, stupid shareholder services at LSI who do not do a decent job of keeping their shareholders informed, toooooo many evil companies trying to break into LSI's house.

Basically the whole ASIC world is an evil place. Dante would be proud.