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Technology Stocks : LSI Corporation

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To: Jack Whitley who wrote (19391)	7/20/1999 10:35:00 PM
From: shane forbes	Read Replies (2) of 25814

Jack: I think LSI's 'investment' in CDMA is not showing much results. Why? I don't know. But something is clearly not right here. Just my guess but I have suspected this being the case in the last few months as they have upped the talk without corresponding results. Never a good sign! Intel clearly has the cash to do as they please. But the real gems out there are quite expensive these days even by Intel's standards! Still looking at the prices Intel ponied up recently for Dialogic and Level it looks like Intel has money to burn! BTW the big caps are tanking big time as they should as many are overvalued. As mentioned in the past there should be a 20-25% drop in some big cap names and maybe a 15% drop overall before the hot air will be released! (I'm not a as bearish as Addi. I think he is looking for a 20-25% drop.) So far Briefing.com says we've got 5%. Finally it is no coincidence that the big techs are dropping just prior to Greenspan's speech. It is likely the asset allocation thing again. From the looks of the A/D numbers, a lot of people got thumped today...

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