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

To: Andy M. who wrote (18415)	5/12/1999 11:52:00 AM
From: patrick tang	Respond to of 25814

At this time point with Dipy getting ready to pull the trigger with his 500 shares and pull the stock down, it's best to look at the current stock price and put it into perspective: (quoting # from the research of Lehman/Daniel Myers) Currently $38.75/share = $5.5B market cap = 2.75 P/S vs historical 1.68 to 2.94. Currently $38.75/share = 20 forward P/E (assuming $2 earnings /yr starting Q3) vs historical 16 to 41. All the above are also low compared to 'name' stocks like TXN, ADI, XLTR, ALTR. But if LSI can show 5+% Q sequential growth + good earnings growth, stock price should move up i.e. LSI at today's price is still a 'value' play not because it is 'high growth/high quality' name stock, but because it was beaten down way too much for no reason last Nov. If the upturn is real, this thing has a long way to go. patrick