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To: Duane L. Olson who wrote (10138)2/24/1998 11:20:00 PM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
TSO: When I saw Kurlak's arguments about the semis figured it would be worth the while doing the diversification thing...

Remember you were on sabbatical...

Besides winners are never winners until after they go up aren't they?

Before that they are early buys that could or could not turn out to be duds - LSI & WDC, both of which are likely a early.

But figured that I can't let all the springs have unsprung huh? These 2 are unsprung sprungs. EMC has sprunged...



To: Duane L. Olson who wrote (10138)2/25/1998 12:47:00 AM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
//ot to TSO: Besides I did post my comments on that thread during and close to earnings release for them - so the hints were there... just required a bit of ferreting out!!!

LSI is still and always the sentimental favorite however - my other

BuddEEEEEEE!