Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: sea_biscuit who wrote (17778)	4/7/1999 6:12:00 PM
From: Jock Hutchinson	Read Replies (1) \| Respond to of 25814

But Dipy, hindsight is precisely what you are selling. Here's the foresight. Take the six stocks that match your criterion, and I will bet you dinner at your favorite restaurant that as of April 7 in the year 2000, LSI will have outperformed everyone of them. As far as the airlines are concerned, the problem with them is that they have been regulated by the government over a long period of time, and that has hurt their long-term profitability. And government regulation is what big MO is about to face.

To: sea_biscuit who wrote (17778)	4/7/1999 6:43:00 PM
From: uu	Read Replies (1) \| Respond to of 25814

Dipy: > As the population grows, so does the number of passengers that fly. And yet, airline stocks have proven to be remarkably dull investments, at best. I could not agree with you any more on that. The point is business entities such as airlines are much more dependable on good economic conditions than companies such as Gillette and Coke. Lets say the economy goes into a recession tomorrow, people may not fly but they will sure try their best to look good (by shaving) and eat cheaply (McDonnalds), and drink (Coke)! With so much of our lives becoming dependent on technology, companies such as Yahoo, AOL, Earthlink (my favorite since I have the stock!), LSI (again my faviorite since I have a great stake in it), and Intel, etc. are becoming more and more like Gillettes, Cokes and McDonnalds of the world. Hence they will do extremely well over time as oppose to companies such as the airlines. Anyway, I think we are getting off the LSI subject here a bit. Speaking of LSI I dont think I have ever felt so rationally exuberant for holding the stock so long. I just hope the company does deliver what it is supposed to do: namely impressive earnings and revenue growth.