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Technology Stocks : LSI Corporation

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To: lnkennedy who wrote (14788)	9/4/1998 6:18:00 PM
From: patrick tang	of 25814

best medium term short but concise summation of LSI's business that I have seen: messages.yahoo.com@m2.yahoo.com Symbios is for HIGH END server markets which has over 100% growth rate, while Adaptec is dying low end business. It does not make logic sense to under-estimate Symbios based on Adaptec performance. LSI buying Symbios is consolidation and extention of LSI business. They share the same manufacture facility. The storage sector is BOTTOM-OUT first than chip sector, which is the right time for LSI to enter storage market. We all know Zip drive is dead, hard drive and CD are current, Fiber Channel and DVD are the future of storage that LSI and Symbios are the lead. patrick

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