Wanting to like a company or stock thesis can be very dangerous to your
portfolio returns, as you often fall into the trap of hearing only the
good news and giving the benefit of the doubt to numbers and
projections. That's one of my biggest concerns about LSI Corporation (LSI),
as I really like the company's long-term potential in server and flash
storage products. The revenue and margin potential is definitely there,
but the company's uneven historical performance and potential
competition calls for real leaps of faith in terms of future margins.
Continue here:
The Potential Is There For LSI, But Will They Grab It?
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