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

To: Daniel My Brother who wrote (16043)	11/23/1998 1:48:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Daniel, I was being sarcastic. Not toward you, but about LSI. I continue to think that LSI is just not a stock that lots of people want to own, for whatever reason. Other companies not doing so hot, operations-wise, but whose stock prices are healthy, are AMAT and MU. Hell, even CPQ and COMS, in their sectors, aren't that hot WRT operations. The big difference is people want to buy these stocks. LSI is Rodney Dangerfield. Compaq has nicknames given them out of irreverence on Dell, or their own SI threads...Dogpaq, CPigQ. How about a name for LSI? I'll go first. LSIck. I have also wondered here whether the big picture is changing WRT LSI's business. What about ASICs, or SOAC, period? Is there a paradigm shift happening whereby customers are going back to using embedded controllers rather than ASICs? Not completely, of course, but enough to impact ASIC companies' business? Or, maybe Xilinx's and Altera's products are eating their way in. I think both of these may be happening, but LSI management won't tell us. Tony

To: Daniel My Brother who wrote (16043)	11/24/1998 11:54:00 PM
From: john dodson	Read Replies (1) \| Respond to of 25814

Just a question -- anybody considering selling LSI for a tax loss by December's end? I'm curious how big an impact tax loss selling will be with LSI. If the market momentum continues into December, maybe we'll be spared to a large degree. On the other hand, ... Ya know last month, I almost traded all of my LSI for LRCX, of all things. LSI was higher than LRCX back then (which traded above $21 today). Looks so crystal clear in retrospect. It's kind of frustrating, since I do believe in LSI, and often find myself in the position of defending it to my friends who hound me frequently about getting them into it > $30. "Just hold it, and you'll prosper, I said." That was a year ago! That line's getting really old with them! -John