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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (8311)	12/12/1997 12:32:00 PM
From: Duane L. Olson	of 25814

OWW..stand by: I hear some Slicks padding down the forest path, and probably not to propound another run at 27 this week, either <g> Re my comments on GSM earlier.. There has been an extensive discussion of GSM vs CDMA over on the QCOM thread. The tide appears to be rolling in favor of CDMA, even in Europe, where GSM is most entrenched. Sample:http://www.exchange2000.com/~wsapi/investor/reply-2945807 Thinking that I had shared my rabid pro-CDMA views earlier, thought you would get a kick out of my use of your earlier "explosive" analogy <g>... sorry it fell flat... Obviously there is room for the view that GSM will continue to offer a viable market for quite some time.. and LSI would be well advised to investigate any opportunity for volume chip production where ever they might find it.. Wish this market would start looking at ANY fundamentals...a person could take a whuppin.. TSO

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