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To: sea_biscuit who wrote (9711)2/11/1998 4:14:00 PM
From: Daniel My Brother  Respond to of 25814
 
Well said! Besides....we must remember that Corrigan stated that LSI exposure to Asia was insignificant. Why should Asia still be a drag on this stock, unless we don't believe our conservative speaking Corrigan. Wouldn't he have explained this like AMAT did in their conference call? Let's worry about something else.....PLEASE!



To: sea_biscuit who wrote (9711)2/11/1998 4:21:00 PM
From: uu  Read Replies (1) | Respond to of 25814
 
Dipy,

My good cyber friend I see you are at it again and doing the best you can to be a a smart-aleck! However this time around I do not have (and let me emphasize on this: I do not) have the slightest idea what you are talking about!

If you are referring to as why I stated Kurlak's statement and made fun of him it is exactly because I do not care what these con-artists say in the first place! Do you?!

- Addi



To: sea_biscuit who wrote (9711)2/11/1998 4:22:00 PM
From: Michael Grosz  Read Replies (1) | Respond to of 25814
 
Well stated Dipy.

I suppose what Addi (and many others) are confusing is how we place "value" on our LSI shares. The two components are:
1) What is the value of a share of LSI's earnings
2) What will the next guy pay for a share of LSI's earnings

#2 is what drives speculation and trading. Addi (and the rest of the investors) need to keep focused on #1. P/E multiples will expand and contract and expand and contract. Let Kurlak worry about that. You are an owner of the COMPANY.



To: sea_biscuit who wrote (9711)2/11/1998 4:36:00 PM
From: Jock Hutchinson  Respond to of 25814
 
Dear Dippy;

ML has a two tiered rating system. Do you or anyone else know what Kurlack's long-term rating is on LSI? I believe that he is still bullish on LSI long-term although I may be wrong.