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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (18970)6/20/1999
From: Grand Poobah  Read Replies (1) of 25814
 
Shane,

A belated 'good to have you back'. I haven't posted (or read) much myself lately, but I do drop in once in a while. LSI is doing so well I haven't had much reason to pay attention to it. In fact, all my semi investments are going strong. Any thoughts as to how long this will last? Will the upturn be as good and long as the downturn was bad? The only negative rumblings I hear in the industry are about possible fab capacity constraints coming down the road, although those rumblings don't seem too serious at this point. Also, the Intel trouble with their 0.18 um process is interesting. One wonders if that is harbinger of things to come for other companies as they make that conversion. Probably not a big deal, though.

Again, welcome back.

Regards,
G.P.
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