LSI Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LSI Corporation

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Grand Poobah who wrote (14889)	9/10/1998 11:13:00 PM
From: shane forbes	Read Replies (1) of 25814

GP: Sorry I did not mean to imply major looming disasters. I had looked at a whole bunch of semi-equip 10-Ks and 10-Qs sometime in Jan-Feb trying to figure out who had the best shot of lasting through the downturn. Much of the limited knowledge gained at that time was biased by a lack of understanding of the true technologies <GGG>. But I would use some quick methods of counting out certain companies's prospects and the AMAT effect was one of the easy culling methods... You likely know SFAM MUCH better than I do. Just scratch it off that "doomed" list. If what you say is right at around all cash today - you could not go wrong buying it at these levels - "free" company!<g>. Of the the reasons you cite this one was the one that I knew of and what caused me to say hmm... - AMAT. I agree CMP is big but in the same way that I would hesitate to put money in a company counting on winning market share away from INTC, I likewise am hesitant to bet against AMAT. If they want to they have the resources to beat us all up <g> Anyway that's why I indicated "maybe" - I guess I should have said <MAYBE> not <maybe> <g>... (Also as you are likely aware of, there are a number of stocks at or near cash levels. Unless the world is coming to an end - big time recession - these are the "safest" stocks to buy in the Graham/Dodd metric. ) BTW and even more off topic have you seen a good big picture book on communications infrastructure technologies - the whole WDM, wireless and that sort of thing - things that people like LU and Tellabs and Ciena and their brethren sell? (I need to do a crash course understanding of some of the major themes in that arena.) shane

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next