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Technology Stocks : LSI Corporation

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To: Michael Grosz who wrote (10681)	3/7/1998 1:50:00 AM
From: shane forbes	of 25814

continuing form last post: Finally, and of the utmost importance to me, even though the markets are acting wildly, there will be a huge slowdown in capital spending this year. Last year's cap. spending, esp. with that accounting error!, was also not robust. Put the 2 together and even with the line width shrinks, demand and capacity are coming closer together for the semis, perhaps much much faster than the ASPs are indicating right now. That means that ASPs are going up and these stocks will explode in the next few quarters (on the upside!). [Proof positive (for now!) would be MUs strength in this semi stock shellacking period.] Load up on the best names or in LSI's case in those with the best prospects and stay a bit away from the PC related companies until the picture becomes clearer. At some point people have to realize that the semis over and past the next 2 quarters are in for good times not bad and all the bad news and then some is in them right now. (That's why I like the bunching of the bad news announcements. everyone do it now!) That's the way I see it right now (irrespective of what Mr. Market wishes to say right now.) ---- Shane.

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