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To: Beachbumm who wrote (12030)4/30/1998 4:50:00 PM
From: Ross  Read Replies (1) | Respond to of 25814
 
Please put me down for 45 1/4. The careful analysis I used to
arrive at that figure was that at that price I would stop kicking
myself for not selling on the day when I could have gotten that
price but decided at the last minute to hold...and hold...and hold...



To: Beachbumm who wrote (12030)4/30/1998 5:05:00 PM
From: E. Graphs  Read Replies (1) | Respond to of 25814
 
Beachbumm,

What do you think, should I scud Portfolio manager? ):(

Non, je le laisse tomber. <g>

E



To: Beachbumm who wrote (12030)4/30/1998 5:16:00 PM
From: sea_biscuit  Read Replies (1) | Respond to of 25814
 
What is this contest about?

Dipy.



To: Beachbumm who wrote (12030)4/30/1998 5:46:00 PM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
Mr. Bumm:

Let me make a more realistic guess. 50 as 1/3 of a l/t goal of 150 is funny but not accurate (I wish it were).

With a market collapse impending
With a very weak semi-equip BTB
With summer doldrums
With even semis like LSI not being immune to the bad stuff

and taking a look at the tight distributions, I will nevertheless say:

31 5/8 [but still thinks high 30's are possible later on in the year pretty easily assuming all is well with LSI]

Shane (who thinks things like earnings surprises etc are coming in the last q of this year and next year, who sees margin pressure because of n/t ramping, who hopes for major high volumes next year, who is a bit hesitant about the overall market valuations, who though he likes the trend of LSI - nice and steady - realizes that there are some long term people who would jump to get out if they could as the stock hits those (many) resistance points and who thinks but does not believe the Fed may raise in July - a lot of s/t poopie stuff to mess up our world. Still would like to point out that 31 1/2 is a 50+% return since Jan. and I like to low-ball...)



To: Beachbumm who wrote (12030)4/30/1998 6:19:00 PM
From: DavidG  Read Replies (1) | Respond to of 25814
 
Beachbumm,

I would like to fine tune my number. Instead of 28 1/4, i would like to make it 28 3/8.

I believe 30 +/- 1 5/8 will be the range for LSI by August 14. Shane can have the + side at 31 5/8 and I'll go for the - side at 28 3/8.<vbg>

BTW, is the prize something that you can e-mail to us?

DavidG



To: Beachbumm who wrote (12030)5/1/1998 10:14:00 AM
From: Beachbumm  Read Replies (1) | Respond to of 25814
 
To thread: Here's the final board. We're off to the races. Good luck to all who have stuck their necks out.

rairden ---------------- 22 5/8
Khalil Ayoub ----------- 24
Grand Poobah ----------- 25 3/8
Barry ------------------ 26 3/4
Dipy ------------------- 27 1/8
Robert S. Sheldon ------ 27 3/4
Michael Grosz ---------- 28
David G ---------------- 28 3/8
Larry Morrow ----------- 29
Frank Richardson ------- 29 5/32
Tek Trader ------------- 30
Kashmir ---------------- 31 1/4
shane forbes ----------- 31 5/8
Mang ------------------- 32
Martin Wormser --------- 32 1/2
john dodson ------------ 32 5/8
o~~~O ------------------ 33
ken alpous ------------- 33 3/4
Buddy Conyers ---------- 34 5/8
wrm1 ------------------- 34 15/16
Wiseowl ---------------- 35
getgo234 --------------- 35 3/8
John Lengyel ----------- 36
dpk -------------------- 36
Steven Richard --------- 36 1/4
Jin Chun --------------- 36 1/2
Duane Olson ------------ 36 5/8
Rusty Johnson ---------- 36 3/4
Daniel W Barineau ------ 37
Tony D. ---------------- 37 1/4
Rob Palmer ------------- 37 1/2
Alan C. Zezula --------- 37 15/16
E. Graphs -------------- 38
Portfolio mngr --------- 38
Barry L. Mabe ---------- 38 1/2
Wolf 2 ----------------- 38 3/4
Miroslav Kolacek ------- 39 1/4
Gary L Schultz --------- 39 3/8
John Phillips ---------- 39 1/2
Andy M. ---------------- 39 7/8
John Dunigan ----------- 40 1/4
Addi ------------------- 41
sheila rothstein ------- 42
Beachbumm -------------- 43
Richard Schemitsch ----- 43 1/2
Michael Baier ---------- 43 3/4
Daniel My Brother ------ 44 1/8
FNS -------------------- 45
Ross Cohen ------------- 45 1/4
Marc Bourgault --------- 45 1/2
Troll 29 --------------- 46 3/4
Peter E. Thorpe -------- 47
RFF -------------------- 51 1/2
Dan B ------------------ 67