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

To: uu who wrote (14676)8/31/1998 4:27:00 PM
From: Jock Hutchinson  Respond to of 25814
 
Addi: We may be in if not close to the next recession. The best indicator as to when the semis lead the upmove is about three to six months before the worst in our economic downturn is expected. This means that semis actually improve in performance before there is an upturn. And Addi, remember that in the next upcycle, there will be a lot of money made on semis before other stocks peak, so remember to rotate out of semis when the market is going great guns. That has been the best pattern historically.



To: uu who wrote (14676)8/31/1998 4:29:00 PM
From: Jock Hutchinson  Respond to of 25814
 
...Remembering of course that my cost basis on LSI is 23 and change, and that I stated on this thread that a move to 12 for LSI was "ludicrous." But like you, I do not buy on margin, so I will wait for the bleeding to stop on LSI.


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