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

To: Wolf 2 who wrote (17452)	3/19/1999 1:43:00 PM
From: Paul Lee	Read Replies (1) \| Respond to of 25814

Nice to have a customer like this Message 8411671

To: Wolf 2 who wrote (17452)	3/19/1999 3:13:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

The following post probably explains the best what the SEEQ play might be: Message 7999016 With SEEQ at $2 5/8, max upside is ~25% over 3 months (roughly what it takes to complete the deal) with similiar downside potential. Of course, downside risk is probably minimum. For LSI to give the same gains, it needs to go from $28 to $35. I think LSI should do that easy. And if LSI is below $28, then LSI should do better over the 3 months. But the downside risk on LSI is probably just as limited as well. For fresh money, I guess I am tempted to go SEEQ. But to sell off LSI and incur the capital gains to buy SEEQ, probably not a good deal. Oh, by the way, no capital gain when SEEQ gets exchanged for LSI later. Looks pretty even to me from my vantage point, only negative being having pay capital gains first if selling LSI to buy SEEQ. Will get less money working for me that way. patrick