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


To: frank/fla. who wrote (13351)6/30/1998 7:32:00 PM
From: Hightechhooper  Respond to of 25814
 
Frank,

Been there, done that....so, again, thanks but no thanks. However, it sounds like you are on the same wavelength and have had better success in getting results from these types of situations. How about you do the project and I provide the feedback instead? I am confident you could get the results we all seek.

Use this example in your note....Go to the Lehman site and read the write-up on why the industry popped last week. Then read the sectors Gumport is targetting (datacomm, telecom, digital consumer including DVD and DCAM's) and then read the list of companies he prefers given these target markets....That's right NO LSI...He is practicly outlining the strategic direction of the company and LSI isn't even on his preferred list. Heck, even CUBE with almost no diversification is on his list now. Not only aren't they getting the word out to the investment community in general, they aren't even getting it to the analysts who are most open to the message...It almost makes you want to puke (better not put that part in the letter)

Good luck and let me know if I can help,