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Technology Stocks : LSI Corporation
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To: getgo234 who wrote (9964)2/21/1998 10:38:00 PM
From: Duane L. Olson   of 25814
 
GetGo, PMFJI, but my comment to you is:: RIGHT ON.. That is the same point I have been hammering for the past couple of months...and a rationale for jumping on MU in Dec..(Wish I had ridden it as far as the Mystic E!).. Main point you make, with which I fully concur...Those Chaebols aren't going to blow big bucks on new fabs and new equipment if they can't convice their bankers to fork over. Those guys aren't "forking"
unless they are SOLID assurances that the new investments are PROFITABLE (read: BIG MARGINS)... Which means that the US chipmakers get to maintain decent margins for a change... Translation: MU's earnings go skyward in a couple more quarters! (all IMHO, of course).. In fact, MU could be so high next year that Kurlak will reverse his "avoid" rating <gg>... You've got it pegged, GG! TSO
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