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Technology Stocks : LSI Corporation

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To: Grand Poobah who wrote (13863)	7/24/1998 1:23:00 AM
From: Tech Watcher	of 25814

Grand Poobah, You are correct in what the BB means. That is why it is significant that LSI has reached a BB of 1 while the industry is at a .74. LSI is in the right place at the right time with a good mix of products in demand. Playstations and DVD's for Christmas sales. Networking and Communications products. The "System on a Chip" company will be even more in demand as they help customers out of their doldrums by being first to market with their design expertise. Of historical mention - the BB used to be a monthly number and was always subject to huge revisions. It is now a 3-month average which makes it a little more significant for mapping trends. You are correct in implying the current level indicates another quarter or two for the majority of the industry to regain some semblance of health. As the "Bill" portion shrinks, it becomes easier for the "Book" portion to raise the number. This should be the lowest BB number we see. A single number doesn't have a lot of relevance, but next month's number in comparison will show the overall industry becoming healthier. - Tech Watcher

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