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Technology Stocks : LSI Corporation
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To: Ram Seetharaman who wrote (19646)8/8/1999 11:40:00 AM
From: Jock Hutchinson   of 25814
 
Ram: No chance that this is a predictably cyclical business. The last downturn was longer in duration than any other semi cycle, and the previous upturn was longer in duration. If one had followed your belief that the semi market is predictable during the past six years, he would have had his head handed to him.
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