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

To: E.H.F. who wrote (10835)	3/12/1998 8:28:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

EHF: Between now and earnings I'm not really expecting much from Mr. LSI. My focus has definitely shifted to the longer term and I'm more and more comfortable here. In the next few weeks things might go either way - the guess would be lower because of all the earnings warnings. Then again I was wrong on the semi-equips for a few weeks when they ignored all the bad news - but that was post earnings. My guess is that not many brave souls will want to hold the semis going into April since no one is sure of how Asia/PC Problems/Demand is affecting the group. One could hold but I'm guessing that many will be thinking why bother. Then again as usual things may go the exact opposite of what I think they'll do over the short term - that's what normally happens when I try and guess s/t moves. That large put volume was not welcome even though I don't expect LSI to disappoint this quarter. Any way .... Shane.