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Technology Stocks : LSI Corporation

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To: E_K_S who wrote (25167)	8/19/2002 2:07:43 PM
From: telecomguy	of 25814

I agree...but VoIP apps are potential killer apps that could really take LSI to the next level. Certainly the profit margins should be much higher in these new emerging markets until they also get commoditized. LSI appears to be a good buy here but I have been burned so many times by false rebound in the chip sector that I've become somewhat gun-shy! LSI is however very tempting....although I would like to see more competitors in the LSI field go bankrupt before I feel confident enough to add more at this point. Does anyone know the list of LSI competitors? And how many gave gone tits up or is about to go bankrupt? Can't imagine too many programmable chip players are in good financial condition these days considering the severe downturn we have been experiencing in the chip sector.

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