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

To: Jock Hutchinson who wrote (17683)	4/5/1999 1:09:00 PM
From: sea_biscuit	Read Replies (2) \| Respond to of 25814

Well, if LSI had even a tenth of the negative publicity that Philip Morris (MO) has today, it would be selling in the pennies! You have to put things in perspective. MO has tremendous cash flows, massive stock buybacks, a huge dividend yield, a tremendous dividend record, rising earnings, rising dividends and a huge worldwide market for a product that is not likely to go obsolete anytime soon because somebody with new technology developed something better! LSI has none of the above and could easily get derailed when the next technological revolution comes along... Or it could survive and thrive... Who knows? As for whether MO will beat LSI in the next two years, I am not so sure one way or the other. That is why I tend not to have all my eggs in the same basket! I think one should have a small but diversified portfolio composed of stocks (about 10 to 15 of them) from various sectors in which no stock exceeds 6% to 8% of the total. And right now, I am so heavily exposed to LSI that it dwarfs everything else. And I am certainly not comfortable with that.