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


To: Alan C. Zezula who wrote (9942)2/20/1998 3:30:00 PM
From: Duane L. Olson  Read Replies (3) | Respond to of 25814
 
Hey, Al, you were sure right about today..at least for the morning...but the TSO wins the afternoon..which is a new winning streak of: ONE. <gg> But I took great pains to think through waht the Wizard was telling us about LSI being two companies.. and it makes sense. Consequently, I dumped my April calls, and all but 100 shares of LSI at the opening. And I'm going to watch for an indication that the "Coreware" growth and accompanying revenues starts to exceed the old commodity gate array business before I start moving back big time. Now if I had been REALLY smart, I wouldn't be sitting here with all this cash as the market move on and up!!
Note that I remain an LSI devotee...convinced that there is a BIG reward down the road.. but my time frame just got shifted. Cheers, Al! TSO.... dlo