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

To: Andy M. who wrote (12466)	5/17/1998 1:39:00 PM
From: Mang Cheng	Respond to of 25814

Here is the transcript fot that NBR interview : YASTINE: All right, then, LSI Logic (NYSE:LSI). That's up about 6 percent and Silicon Graphics(NYSE:SGI), which is pretty much unchanged. GREEN: Yes, I would keep that too. YASTINE: And why? GREEN: Well, because LSI and the BBC have just got together and they have a single chip that they can use in the European, the new DTT process in, formula rather, in the European television world which is all of Europe. This is a good product and it's a cost saving for the consumer. quote.com Mang

To: Andy M. who wrote (12466)	5/17/1998 3:16:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Andy: ---- RE: The only possible fly in the ointment here is the old "someone knows something that we don't" line. But that seems hard to believe in this case Have you noticed when stocks go down, people always try and rationalize. Among many of the reasons I think the typical reaction goes something like this chronologically: ----- first few points down - "normal" pullback goes past first support level - "smart" money selling - somebody knows something goes past next support level - fill in your own (99 possibilities) sharp dip in price - world is going to end - nuclear war for example - USA is going down the tubes consolidates at support level - rumors of a buyout for LSI - stock buyback sinks a bit more on light volume - LSI is a dog - LSI sucks - LSI is a piece of shit ----- By which time everyone has lost interst and the posts on SI drops dramatically. ---- Shane (been there done that - recognition is the better part of valor)

To: Andy M. who wrote (12466)	5/19/1998 12:48:00 AM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

Andy, Wiz... And among the other strange places one finds recommendations for LSI these days... I recently received a mailing touting "The vulture Letter".. Under a paragraph entitled "Hot Stocks to Buy Now" was a sub-paragraph entitled "Tattered and torn tech stocks" (Hang on, I'mn getting to it... The SECOND recommendation states: "The ultimate market-devouring company LSI LOGIC is going to improve your life in the future-- whether you buy it or not....Buy this super-flexible company while it is still 42% off last year's high..." (I think the letter arrived as LSI was hitting 29))<g> TSO