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Technology Stocks : LSI Corporation

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To: Tony Viola who wrote (13818)7/23/1998 5:23:00 PM
From: Tech Watcher   of 25814
 
INTC and LSI have different product mixes. LSI is more diversified than just being a provider for PC's. Some of INTC's "improvement" in the coming quarter will be for sales which were supposed to happen this quarter, but got pushed back (Celeron).

I like their R&D spending levels. Instead of being short-sighted. They have their fingers in many emerging markets and won't have to play catch-up with anyone. They are poised very well for a general semiconductor turnaround. I'm always amazed when they get lumped-in with commodity companies like MU.

- Tech Watcher
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