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

To: sea_biscuit who wrote (17911)	4/11/1999 1:35:00 AM
From: Jock Hutchinson	Read Replies (1) \| Respond to of 25814

I agree with you and GP (of whom I have no doubt is a middle child because he is a true peace maker). GP is right about investing in what you know. For me, that was Callaway Golf. Made a ton of money off of it when it was a hot stock and money on the short side as well starting in late October '97. I would add that what you know can be extended to asking the right questions of management and generally caring about the companies in which one invests. One group of companies in which I invest is retail--a volatile group. I make sure to ask IR about latest "fashion" trends and problems. There is no question that the absence of a dividend cushion is one of the factors that makes tech stocks so volatile--at both ends of the spectrum. Addi needs to shortly put in place some sort of stop order on his LSI holdings. If he holds on until it hits 10 again, his wife should take the kid, keep the house in Silicon Valley, and put him up for sale on Ebay.