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


To: GST who wrote (16545)1/24/1999 8:59:00 AM
From: Joe Dancy  Read Replies (1) | Respond to of 25814
 
Murphy loves this company and sector. He did an interview with Mark Johnson of SI's IFC forum and had good stuff to say about 1999 - he thinks the tech rally is for real.

You can listen to the interview FWIW at audioinvestor.com



To: GST who wrote (16545)1/24/1999 8:17:00 PM
From: Duane L. Olson  Respond to of 25814
 
G-- Great. Thanks for the assessment. Clearly "something" is going LSI's way, (for a change), though the hard evidence is hard to come by. I've heard a scenario from a friend who's view I respect, that LSI will have to go through once more "correction" before getting on a firm upward earnings track. But his view was that the correction would be more like mid-summer. But maybe we are all getting on the same thought-wave here.. When things aren't looking worse, maybe it's time for things to improve-- So how much becomes the question. And may I assume that you favor MORE rather than less on the improvement? :-) Thanks again for the views..
tso