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Technology Stocks : LSI Corporation

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To: Carey Thompson who wrote (25473)	1/17/2003 5:18:49 PM
From: Duane L. Olson	of 25814

Carey, I'm an old, long-time fan of LSI, and I "know" they will be back. And I think they will remain competitive with the Chinese (and Taiwanese/Chinese). If necessary, I suspect they could, in fact, use the the Asian factories and go "fabless" themselves.. Certainly there is a long way to go before they return to even recent highs... siliconinvestor.com But, for the time being, I think the plays will continue to be in gold and natural resources. Check this comparison with that LSI chart above for Glamis Gold: siliconinvestor.com And bets on, for example, natural gas, have been paying off lately (EP and WMB here): siliconinvestor.com siliconinvestor.com Thanks for that tip on the Barrons....I'll check it out. And I suspect we will both end up owning some LSI one of these days.... but not before October for me... tso

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