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


To: E. Graphs who wrote (11226)3/27/1998 9:26:00 AM
From: RFF  Read Replies (1) | Respond to of 25814
 
I saw that Silicon Graphics is having another horrible qtr. How exposure does LSI have to those guys anymore - don't think its very much, but just paranoid right now. Two of my stocks have warned this qtr - BAY & QNTM. Don't need any more surprises - not expecting one out of LSI - expecting a surprise in the other direction.



To: E. Graphs who wrote (11226)3/27/1998 11:34:00 PM
From: Kashmir  Read Replies (1) | Respond to of 25814
 
E.Graphs, JD has been pretty mum about LSI lately. Before the Asia Crisis he said it was a buy @ under $30.00, and expected it to go to $100.00. That may be a little irrational exuberant but he and Tom MacIntyre were pretty confidant that we would see $65-$75.00 per share 18-24 months out from last September. This is not un-like him. Sometimes many of his readers feel abandoned after a recommendation because he'll not follow up until months later. I have made some money off him and for the most part he is pretty accurate with his picks. He's had a few bummers, but nobody's perfect. I haven't listened to his hotline tonight, but if there is anything to add about LSI I'll get back to the thread with the info.Long and holding, Kashmir.