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

To: uu who wrote (17929)	4/11/1999 7:39:00 PM
From: patrick tang	Respond to of 25814

People kept saying I an extreme bull on LSI. I think they should qualify that - I'm only bullish over this over a one to two year term starting last fall. I said nothing about 3 or more years out. My bullishness is based on 3 things - 1. LSI did good enough to participate in the next upturn 2. Next upturn is here after 3 lean years 3. The world will not not fall apart So far so good. Till now, I have not heard any logical arguments from anybody as to why they don't think that should happen. In fact, I think I can personally think of a lot more logical arguments as to what might slow LSI downs than LSI bears. I perfectly agree with you on that the corrections can be very short-lived. Look at last Nov. Sat here with sweaty palms for Nov. and when US lowered interest rate, that was that. I think CPQ's problems are their own. They are just no moving fast enough to keep up. I see boxmakers are in trouble not because they cannot sell boxes, but that ASPs are too low to make good profits and the competition too fierce. Nothing wrong with that for the likes of LSI, ADI, CSCO etc. etc. Nothing wrong with money losing DRAM companies either. Anybody think we'll be seeing any of this boom today if 266mHz PCs are still $2000? We need those to enable the other stuff. I have got my 0.25um speed demon Celeron A 366 here (overclocked to 458 mHz) with my 0.25um ADSL and my 0.21um PC100 DRAMS. Now the least I would I expect from Hotmail/Microsoft is for them to upgrade their equipment to 0.25um servers and routers and storage so they can service my free email account! They don't do that, I'll leave and go to Netscape or Yahoo! Then all I need is a 0.25um digital camera and my nice in Venezuela to have the same 0.25um setup there so she can see me stuffing my face at dinner tonight in real time! I do not see any really bad summer crash either. Too many people are expecting that nowadays. I was expecting one too last summer and it never came. It only came about in the falls because of the too high interest rate in the US. As for LSI back to teens, I only see that if they cannot deliver on their promised operations goals laid down last Nov. And every indications are that they are delivering to that model. Remember the last write-up. The analyst specifically referred to operations goal. That write-up also mentioned sales growth of 4% from last Q and that April sales will be good. He knew what April sales are 'cause those were booked in March. By cc in a week, they should have a good idea of what May's sales will be. If those are good, as they say, keep tuning in .... Yes, and don't forget to keep checking the results to whatever model you have so you can keep refining the model. Anybody sees anything regarding why LSI will not continue to deliver their ops model? patrick

To: uu who wrote (17929)	4/11/1999 8:27:00 PM
From: country boy	Read Replies (1) \| Respond to of 25814

Addi: Are you basing your "techs punished absolutely with no mercy," solely on CPQ's problems? I'm hope we don't see babies tossed out with that soapy water, other than box maker babies. I'm with Patrick where he states stocks like LSI (that are delivering and performing) should still garner investor support. Looking at CPQ's chart as well as DELL's, the problems began to be reflected in the stock prices months ago, yet we have the NAZ at an all-time high. I hope you're wrong on this one and the worst we see in LSI is 30-33. cb

To: uu who wrote (17929)	4/12/1999 9:02:00 PM
From: sea_biscuit	Read Replies (2) \| Respond to of 25814

As for LSI, we will vist the $20's (possibly), who knows maybe even the teens again! But then I strongly believe we will also visit the $50's, and $60's (and who knows maybe even $80's and $90's) sometime this year also! Addi: I suggest you try this experiment... Divide your LSI holdings into two parts -- the "static" part, containing 90% of the stocks, and the "dynamic" part, with the remaining 10%. Buy the book, "It's When You Sell That Counts" (and read it carefully!). Use the ideas contained in the book to sell and buy stocks from your "dynamic" portion, limiting yourself to one "buy" and one "sell" transaction per year. (NOTE : In a "sell" transaction for this portion, you sell ALL the stocks and not just a fraction). Compare the performance of the two portions after 3 years, after commissions and taxes.