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

To: E. Graphs who wrote (13744)	7/21/1998 2:21:00 PM
From: frank/fla.	Respond to of 25814

NOW THAT TOTAL DISGUST AND PANIC HAVE SET IN LOOK FOR THIS SUCKER TO COME IN WITH GOOD NUMBERS AND A GOOD CC.......i bought a sizable amount of options yesterday so i am a little biased.

To: E. Graphs who wrote (13744)	7/21/1998 2:33:00 PM
From: patrick tang	Respond to of 25814

Re: LSI's been a strange investment Perhaps the 'strangeness' comes as follows - LSI is involved in more than one sector of the chip market. It's not strictly a PC stock or network stock or consumer stock or foundry stock. It's a combination of almost everything. This has good and bad points. It insulates the company not just of the downs but also the ups of one sector. It make it hard for somebody to buy it just because 'PCs' are up. One can look at it as a poorer performing STM. Perhaps that's why when STM couldn't deliver last week, this stock also took a hit. However, STM's stock is gold plated, having had delivered consistently on the numbers so so long. This stock hasn't, thus expectations, and also valuations, is much less. Somehow I don't think we need steller numbers on Thursday to lift the stock. If LSI can just meet numbers and say the same as STM, ie. Q3 probably not too much better but Q4 should be good, then I hope the stock would move back up to $23-$25 range for the next 3 months. Simply expectations are not there. But K is right, it would take numbers or very confident look ahead/immediate next Q predictions to move this stock beyond $25. Simply can't just point to one sector and say it's recovering so LSI should recover too. Better communications from management would help, it always does. But really it need numbers. But on the flip side, because of the diversification, the down side is probably fairly limited. patrick

To: E. Graphs who wrote (13744)	7/21/1998 5:49:00 PM
From: DavidG	Respond to of 25814

E Not a bad move for BBRC considering Montgomery downgraded it...Up 1 1/8 for a 5.56% gain.<g> Maybe,whoever it was, is right when they said that HOLD means SELL, and SELL means BUY, and so on and so forth.<g> Surprisingly LSI stayed positive today given all the recent technology warnings. I still would not consider it a panic selling as someone here is trying to make it. As I said yesterday, I am concerned that it broke 23 but, maybe it just needed to fill the gap of June 4th when Kurlak upgraded LSI. Today LSI appeared to be holding the 21 level on above average volume and actually closed up a fraction. 207.95.154.130 ...Well anyway it will certainly make for an interesting day on thursday...but I don't believe it is even close to Armageddon yet. I bought back some more LSIJD's yesteday that I had sold last week just to give myself something to do while waiting.<g> Good Luck DavidG