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

To: E. Graphs who wrote (17412)	3/16/1999 7:33:00 PM
From: uu	Read Replies (2) \| Respond to of 25814

LSI Logic is among BT Alex Brown's 3 favorite semi stocks?!!!! What a bunch of hypocrites and like a snake how easily they change their skin! Recall this post from September 3, 1998 (only 6 months ago) Message 5665130 which even made me a bit nervous at the time! And now all of a sudden LSI is one of their 3 most favorite semi stocks?!!! Lets just review the following statements made at the end of their report only 6 months ago: In summary, we expect increased competition and pricing pressure to limit the revenue growth and profitability of ASIC companies in general, and LSI Logic and VLSI Technology in particular, over the long-term. Due to our cautious long-term outlook, we no longer recommend that investors make new committments to the shares of either company. Now lets see, at the time the stock had already gone down to around $12/shr and these guys told all LSI investors to dump their LSI shares. And now at $27/shr they are basically saying LSI Logic is the best thing that ever hit the planet earth! Indeed very interesting! Like a snake these guys change their skin so easily! Regards, Addi Jamshidi P.S - Thanks to Shane who put things into perspective at the time when BT Alex Brown's LSI outlook report came out last September.