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


To: Bazmataz who wrote (10635)3/6/1998 12:19:00 AM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
Depends on how market takes MOT news. Looks like the stock devaluation initially is around 10 - 15%. Can't say that will happen with LSI - likely much less since LSI has not preannounced. But without leadership tough for 2nd tier companies to hold their own.

I think I'm going to take the rest of March and the first 3 weeks of April off.

I'm keeping LSI for the longer term. Now if only I can figure out whtat to do w/ my commodity WDC that I knew I bought early but figured why not at the time since there were plenty of good gainers to cushion the fall. NOT anymore...

Finally taking another look at TXN looks like they did not add too much - $150 billion, DRAM weak or uncertain, DSPs strong - been there, done that.