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

To: E. Graphs who wrote (14876)	9/10/1998 9:28:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

E: Actually I am in a similar boat - it gives me time to buy, buy, buy but I have absolutely no nada none nothing zilch zero available funds to do anything right now other than watch and hope that the true value of these stocks is going to be reflected someday (some year???) soon. <g> [I am too chicken to work out the extent of the massacre of Shane's Portfolio but I suspect it is around 40% from my cost basis - average $ weighted holding time likely around 4-6 months or so - since I did do a bunch of cleansing around Jan. The only thing I have learned over the last few months is never never never never move large sums of money into volatile stocks over a short period of time - of course I learned it a bit late and occassionally I lapse into amnesiatic fits <g> Now that I have got my monitor back and am no longer restricted to the 15 minute / 1 hour library Internet time spans: something I did not know about LSI: lsilogic.com (3 awards in 5 years is good <g>I think LSI made a good decision putting those fabs in Japan - the top consumer electronics companies in the world are located there - this must count for something - of course currency effects do batter the top line disproportionately compared to US companies with fabs not located in Japan but currency effects do cancel out over the long term <ggg> - one day we will be seeing faster revenue growth than the rest of the industry entirely because of the currency effect... <g>) and symbios: lsilogic.com (story continued from home page lsilogic.com ) and casio camera: news.com (of interest they say a typical non digital camera has 2 Meg Pixels - so at 1.3 Meg Pixels by the next shrink or 2 these cameras should I think exceed the resolution of the old non digital cameras - + there is competition so prices are coming down fast - all good for the early chip companies in the game...) Still waiting to see how long it will take for the studios to release Titanic on DVD... Shane (without Internet access life ceases to have meaning...)