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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (8176)	12/6/1997 9:53:00 AM
From: Michael Grosz	Read Replies (1) of 25814

Shane, I have been lurking (almost exclusively) for some time now, and have been impressed with your technical grasp of chips, etc, whereas I consider myself an expert on chips of the potato, not silicon, variety. With limited cash, I am considering LSI and ATML as candidates for a s/t (3-6 month) bounce. What is your opinion of the product quality comparison? I can read the balance sheet, and give the nod there to LSI. But am constantly worried about 20% of business coming from one customer. Thanks for enlightening us with your knowledge of all things silicon. If you (or anyone else) have any questions concerning frito-lay, etc...

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