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Technology Stocks : LSI Corporation

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To: Beachbumm who wrote (19994)9/21/1999 10:18:00 PM
From: Tony Viola   of 25814
 
BB,

The funny thing
about LSI is that it's come so far yet still seems undervaled compared to the rich prices still given
NSM, ALTR, VTSS, etc. I guess she has more to prove.


No lie about LSI being undervalued vs. NSM, IMO. VTSS is a niche company (Gallium Arsenide) that makes me wonder when silicon is going to catch them in speed and put them away. ALTR is a real franchise, IMO (as is LSI).

Tony
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