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

To: akmike who wrote (18334)	5/2/1999 12:08:00 AM
From: patrick tang	Read Replies (2) \| Respond to of 25814

*Very* interesting article on growth now vs cyclical now : cbs.marketwatch.com ... So what do you do? The answer is simple: assured growth is getting cheaper by the day. Put another way, the future (meaning technology) is on sale at a discount. Now is the time to buy some. .... Let me rephrase the essential question: if.....or we should say when, the market goes down which stock would you want to hold: Alcoa or Pfizer? We vote for Pfizer. I looked around for some hi-tech value plays, but really couldn't too many. IMHO, for the next round, the 'big stocks' will once again get ahead of the little guys. And LSI at $30 to $32, if you can get it at that level, should perform as least as the other big guys should. That's assuming Wilf can deliver the 5% - 6% sales growth and ~$0.20 earnings in Q2 that he said he was going to. Anybody see any other hi-tech stocks they really like for the next round? patrick