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Technology Stocks : LSI Corporation

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To: Moonray who wrote (9984)	2/22/1998 10:47:00 AM
From: shane forbes	Read Replies (2) of 25814

Thanks Moonray: I actually have the hard copy - the networking articles are a superb read. I got rid of CS a long time ago - bought at 28 sold at 33. They look confused. I bought their steady svc. business argument initially then got thoroughly discouraged. I don't follow them any more. Probably cheap now for anyone with a longer term perspective. But since there are quite a few questions still unanswered I'm passing on this one. ASND's still my bud here. Figured last year was a product transitions mis-step + the difficulties involved with Cascade merger. Of course was not amused with the insiders selling off shares in Oct. Don't have many shares but I continue to hold on. Things are looking up for them. That big article in one of the financial magazines proclaiming that ASND was dead and that financial managers were totally irritated with the company and were not recommending it to anyone proved to be the turning point for that stock! Never owned CSCO - just because I'm anti "bully"! Next issue of Red Herring should highlight LSI as one of the semiconductor companies that can profit from the paradigm shift in networking - complex ASICs in. At least that's my hope.

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