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Technology Stocks : LSI Corporation
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To: getgo234 who wrote (8265)12/10/1997 9:17:00 PM
From: Michael Grosz  Read Replies (1) of 25814
 
getgo234, or anyone:

To follow up (as optimistically as I can) on your point about Korean semi companies selling off assets, is LSI in a position to invest in some asian companies doing some "motivated selling"? My recollection from the thread is that LSI has some greenbacks saved up. What form do you think the selling would take, and what weaknesses could LSI shore up (Ie. no need for additional capacity, etc.)?
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