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

To: uu who wrote (17527)	3/26/1999 7:55:00 AM
From: Bob Howarth	Read Replies (1) \| Respond to of 25814

That IS a long time. Lets hope we can at least get into the 30's so you can make some money here. I think wireless might generate some good volume business in the near term. In listening to MU conference call yesterday, there was a brief discussion about RAMBUS memory. For some reason the thought hit me that if the SONY PS2 is for real, INTC might intentionally delay its usage of RAMBUS so as to stick it to SONY. That is, the price of such memory would be quite high unless INTC was also using it I think. I got the impression (perhaps mistakenly) that MU is not all that sure either about the RAMBUS timeframe. Any opinions on this subject would be quite welcome.

To: uu who wrote (17527)	3/26/1999 9:23:00 AM
From: country boy	Respond to of 25814

ADDI: <<<sell all if no perform>>> Probably a good idea, though I hope you're a willing holder come Mid-may, especially after having ridden to 45-10-30. As for today, I hope 26 will hold; LSI looked anemic yesterday with the NAZ doing so well, though at least it was up unlike MU and INTC. cb

To: uu who wrote (17527)	3/26/1999 11:05:00 AM
From: Jock Hutchinson	Read Replies (4) \| Respond to of 25814

Why? The future for LSI has never been brighter. The start up costs associated with Gresham are about to be absorbed, and by the end of the year Gresham will be contributing significantly to the bottom line. the semi industry is just now emerging from its longest slump ever, and we are about to see shortages in the critical .25 and .18 areas in which LSI excels. The Symbios acquisition and the SEEK acquisition will add substantially to the bottom line, and the future for Fibre Channel is very bright. DVD sales for LSI this year will be approximately 1.2 million, and they will grow by at least 50 percent next year. PS II promises to be a major success, while at the same time LSI can clip residual coupons from the sale of PSI. Mint Technology is the perfect growth vehicle for the fabless market. Even the long awaited debut of ATM is a very real possibility. The only reason I can see for your selling LSI in the next twelve months is either a global recession, (in which case we all get hurt) or the fact that you are disappointed in your investment, which was poor timing initially. Perhaps you can give us some solid fundamental reasons as to why LSI will not perform well in the upcoming 12 months?

To: uu who wrote (17527)	3/26/1999 12:59:00 PM
From: sea_biscuit	Respond to of 25814

That's why it is so important to invest in companies with rising dividends. After a few years, your "yield-on-cost" will look so good that you don't have to care about the stock price movements anymore. However, the increasing dividends push up yields to such high levels that the stock prices will HAVE to rise, sooner or later. Now THAT's called "long-term investing"! You can look up Tigue and Lisanti's "Dividend Rich Investor" for a more convincing explanation. As for LSI, I still have quite a few shares of it (acquired during a phase of "youthful indiscretion" <G>) and am trimming my holdings as time goes on. I have ridden myself of nearly half my holdings at an average price of just under 30 (the average cost price is about 16). I look forward to the day when I have only 50 or 100, or maybe just ONE share of LSI! Regards, Dipy.