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Technology Stocks : LSI Corporation

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To: E. Graphs who wrote (18753)	6/9/1999 1:26:00 PM
From: dr_elis	Read Replies (1) of 25814

Fab-yes or fab-less? I found the message below in the Yahoo ESST thread. Can someone confirm this observation? If true, it would be very good news for LSI and definitely a good argument for the fab-yes strategy. "Taiwan's IC foundry business is quite brisk. TSMC (2330) and UMC (2303) are now running at 100% capacity utilization. Orders for July shipments exceed available capacity by 40% to 50%. We estimate capacity utilization at TSMC and UMC will surpass 95% in 2Q-3Q99. <Steve Lin, steve.ib@nsc.com.tw, tel (886 2) 2316-5146>" Michael Go LSI!!

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