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

To: sea_biscuit who wrote (8532)	12/17/1997 1:00:00 PM
From: E. Graphs	Respond to of 25814

Dipy, Let us know when they do buy LSI ;) E

To: sea_biscuit who wrote (8532)	12/17/1997 2:09:00 PM
From: Bernard Levy	Respond to of 25814

The technology value fund has performed extremely poorly during the last three months. Its electronics stock picker, Kevin Landis has made several bad calls during the last few months. In early July, he was recommending IKOS in Barrons, when it was around $20, and ultimately dumped it in October when it was around $10. He was also recommending Triquint just before it warned, and about two months ago was recommending PAIR before it started its slide. Some suspicious minds might think he was pumping stocks he was about to dump, but it seems that he took a hit on all of the above holdings. I am not surprised that the Technology Vale fund does not hold LSI, since the style of this fund has been to pick semi companies in high margin areas: the programmable logic companies (XLNX, ALTR, Lattice), the networking chips companies (PMCS, LEVL), analog companies such as LLTC, or Gaas chip makers such as TQNT. Provided you can buy these stocks at a low price, this is clearly the best approach to investing in the semi area.

To: sea_biscuit who wrote (8532)	12/17/1997 2:41:00 PM
From: uu	Read Replies (2) \| Respond to of 25814

Dipy: I hope Bernard answered your question (see is post siliconinvestor.com. Also considering that as you claim your an independent thinker and do not like to follow trends (ie. dont give a damn what else others do and rely on your own judgment), why do you care so much what this particular fund thinks or does?! You may as well look at T. Row. Price Science and Technology fund which has had a far better returns than TVFOX for the past 3 years (and they do hold a significant numbr of LSI shares)! You can call T. Row Price (they have a 1-800 number which unfortunately I dont have it with me- but you can ask 1-800-555-1212 to give it to you), and check out that fund! In short just because Madona does not like Pavaroti does not make Pavaroti a bad singer!! Regards, Addi Jamshidi