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Technology Stocks : LSI Corporation

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To: Tony Viola who wrote (19904)	9/9/1999 10:18:00 PM
From: patrick tang	Read Replies (1) of 25814

*Holy buffalos!!!* So that's why Qualcomm took a hit last week! They were said to be lowering prices and people on QCOM thread did not know why. So that's why!! If LSI's chip set can heck it, I think they should win over both QCOM and DSP - they have the fab. If QCOM or DSP, and I think QCOM does, fab at IBM, tehy are paying very high wafer prices. And don't look to TSMC for low wafer prices either. On the last upturn, they were making 50% margin just on making the wafers. Keeping my fingers crossed but my eyes glued on the binoculars that's trained on those aves on those distant bushes! The next conference call should be most interesting! Thanks for the info! patrick

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