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

To: country boy who wrote (17918)	4/11/1999 4:58:00 PM
From: patrick tang	Read Replies (2) \| Respond to of 25814

<OT> P.ssing contest for Country Boy: Learn to read first. My predictions are solely based on certain scenarios occurring or not occurring (won't bore the rest of the thread with them again). I had been more than open with what those scenarios are as far as building up my share price prediction model for this stock. You just don't understand any of it that's all. When one does not understand, it's better to either ask or shut up. But for you, do discount them. That way you will never get any better idea one way or the other of what you are holding onto or selling out of. My model is just used as a tool to help me make some money, no sentimental values attached. If and when any of my projections of events deviate from my model, I will adjust both my model and my investment strategy accordingly. I have no problem with being wrong. I do have BIG problem with no making money. I welcome all criticisms to my model. I had received some of those through private email as to how their thinkings are different from mine. Much thanks to those folks by the way. As these folks emailed me in private, I assume they do not want to let either their identity or their information be known in public. As such I did not repost. But I will later after some time had elapsed and under different wordings. You care to share with us your thinking with us in details? What's your share price prediction model based on? 'Gut' feel? How good are your guts? Wasn't good enough to stick with the buy-and-hold my model predicted should have been done with this stock since Dec. or even Nov. If I remember right, last Nov. when this stock was at $11, I was the only person on this thread saying that all the reasons that this stock got dumped for were really LSI's strengths. More than that, I shared with this thread exactly why I thought that way. Just go back and do some reading between Oct. and Jan. All my reasons for being bullish on this stock were fully articulated back then. Where were you and your 'guts' back then? To other people who's been on this thread more than long enough knows me well. They also knew from my post that I knew I had 'scored' big after the Q4's earnings announcement and cc. I am now just sitting back and enjoying my paper gains. I don't need to debate my view in details any more, I can afford to just sit back and 'emote'. And that's exactly what I had been doing for the last 3 months - savoring my gains - trips to Venezuela, Europe and should be leaving somewhere again before end of May (thanks to my boss who had been more than reasonable on my vacation time, but still, I won't try to push it too much by taking off in April, that would make it 3 months in a row)! Incidently, I did offer to share my views in total one more time when I emailed my Excel spreadsheet model to all who were interested. Surprised I got no critique to date, wouldn't mind getting some feedback. You care to critique it logically on this thread instead of just flaming my views as 'pie-in-the-sky'? Incidentally, while you are welcome to critique them, don't expect me to defend them though, I'll let the stock price do that. patrick PS There is one addition to my model now, a HUGE one - Korsovo . If US/NATO is going to try to invade Yugoslavia, which I think they are all geared up to do, I think Russia will jump in. I don't see a way Russia will let NATO do all this invading or continuous bombing in their back yard on one of their allies without jumping in. If they jump in, all bets on LSI are off. Let's hope Yeltsin scared enough civilians in the US governments and also European civilians to keep a rein on the trigger-happy generals. I know US generals or even US citizens may have no problem in fighting the Russians to the last European on European soils, but let's hope some cooler heads will prevail in this one.

To: country boy who wrote (17918)	4/11/1999 8:55:00 PM
From: DavidG	Respond to of 25814

Country Boy, I am heavy into call options to leverage the up moves. I was playing the LSIGE's up to earnings than closed them right before earnings. I did miss the few point after earnings but played every dip. As of Thursday afternoon I was out so I missed Fridays move, but will definitely be back in with a large number of calls this week. I see good support for LSI at 30. LSI is my smallest holding. MO and SLB right now are my largest holdings with DIS third. All CALL options are 2-3 months out to give me time for market moves. SLB is by far my biggest winner for last year and this year with LSI my second winner. MO and DIS are small winners...but expect big gains soon.<g> As for MU, this is the stock I have traded for years and it owes me nothing. I am sitting with a large equity position at a purchase price of about 46 3/4. April covered CALLS (MUDI) were sold on them a little while ago at 6 3/4. Traded them a couple of times too.:-) Sold deep in the money b/c I am a little bearish on it. Will probably buy back some time this week hopefully for less than $1. Good Luck Trading DavidG