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

To: uu who wrote (10133)	2/24/1998 5:58:00 PM
From: sea_biscuit	Respond to of 25814

Wow! Are we influencing each other's opinions? Because this is what I said in post #9983. Just look at the optimism!:-) : With the Korean companies almost going out of business and the Japanese companies having their own problems, LSI will probably have to deal with IBM and Lucent as its main competitors in the foreseeable future. As for VLSI (also known as "Virtually LSI"), it will continue to remain a couple of steps behind LSI, as always. As for the stock, to me it looks like we will get into the upswing over the next year or so. Dipy.

To: uu who wrote (10133)	2/26/1998 4:45:00 PM
From: sea_biscuit	Respond to of 25814

I recently sold half my 4 year old SUNW shares (my largest holding and as difficult as it was for me to do so!), as I prefer to have a large amount of cash handy for this possible sell off to take place. Untill Q1 ends and earnings come through I am not planning to buy anything yet. Good defensive move. If you look at the few companies whose quarters end in Feb, they have already pre-warned -- Nike, Toys R Us... There is no reason to believe that high-techs are any different. Time and again, this market has expressed great displeasure, even when earnings only took a breather and stayed flat -- the "guilty" stocks are simply taken to the backyard and shot! God help if earnings actually come down... Dipy.