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

To: Moonray who wrote (16927)	2/8/1999 8:33:00 PM
From: Duane L. Olson	Respond to of 25814

O~~~o Hey, that shows the A/D picture pretty clearly. And as you allude to, the A/D is positive only among the Nifty Something. I "love" CSCO as a company. But as a stock, I'd sure rather pay a 30 PE than than the current 120+. If LSI gets back on track as is being assumed, we get the value, but at the PE we like, no? As for small caps... I have predicted 5 out of the last 2 recoveries in those little beasties. So I own a lot of FUSMX, the Van Wagoner funds, Oberweis Emerging Growth (and Microcap)...etc, etc... It's like being a Cubs fan -- WAIT TIL NEXT YEAR! <g> But I share your thought... the next correction is going to hit the "big guys" quite a bit more than the already beaten small caps... at least that's the way I'm betting. tso

To: Moonray who wrote (16927)	2/8/1999 10:30:00 PM
From: Jock Hutchinson	Read Replies (2) \| Respond to of 25814

Wouldn't hurt Cisco (for instance) to knock 75 points off and go for a more reasonable PER of 25, don't you think? Sure.

To: Moonray who wrote (16927)	2/9/1999 2:25:00 AM
From: Mang Cheng	Respond to of 25814

Listen to this Tuesday afternoon : webevents.broadcast.com Lsi is bound to be mentioned. "Best Technology Picks for '99 and Beyond" "Discover which hot tech stocks are poised to continue soaring, which groups are now on the bargain table, which funds will provide the steadiest and safest growth, and which stocks to avoid and sell now, with InterShow co-founder and chairman, Charles Githler, moderator. Featured speakers include: David Kern, portfolio manager, Fremont Funds; Michael Murphy, editor, "California Technology Stock Letter;" Nancy Scinto, portfolio manager, Chicago Trust Growth and Income Fund; Peter Trapp, portfolio manager, Needham Growth Fund; and Alberto Vilar, president and founder, Amerindo Technology. Available February 9 - 3:45 pm EST - 90 minutes. Mang