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 (NASDAQ: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.
Fourth-Quarter Numbers Are Not The Problem...
LSI actually had a pretty solid fourth quarter, particularly given how feeble the trends in PCs have been. Revenue rose...
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