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Technology Stocks : LSI Corporation
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To: Moonray who wrote (10573)3/5/1998 9:10:00 AM
From: shane forbes   of 25814
 
Moonray:

After a good night's restful sleep I am actually in an optimistic mood!

I think INTC is bluffing. See my post to Frank which says that unit demand is strong. For LSI that's all I care about - net chip unit demand. INTC's announcement of the sub $1000 chip and the preannouncement were I feel telling. I also agree that there is a big inventory adjustment that INTC may have not accounted for.

A bout of paranoia for INTC and other semiconductor investors today.
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