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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (19900)10/20/2004 2:20:58 AM
From: Spekulatius   of 78666
 
While I agree that a smart investor should look at the business cycle, I don't think that i would play a cycle with the laggards. Incidentally i believe that LSI is bound to be a laggard in the semiconductor group as the market for ASICS is more and more attacked by programmable logic, with them main player being ALTR and XNLX. I believe that this will continue and even accelerate in the future, LSI's business will suffer and the company will become more and more marginal in the future. While i agree that LSI can be a good short term speculation, I believe that over the LT this company is a loosing proposition.
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