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Technology Stocks : LSI Corporation

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To: Jock Hutchinson who wrote (19459)	7/22/1999 12:02:00 AM
From: shane forbes	Read Replies (1) of 25814

---- "What are doing in terms of shutting down SCUBA?" Had to smile at this one. It is 'Tsukuba' - the location of a Japanese fab. Can you imagine the serious Japanese Americanizing a fab with a nickname of SCUBA? <g> ---- BTW a certain workstation maker did well today. Guess who builds ASICS for their new snazzy workstations? You got it - Mr. LSI. Workstations are a solid business. See! ---- Briefing.com commentary: LSI Logic Corp. (LSI 49 11/16 -9/16) Despite growing top line by 49% and beating estimates by three cents in posting earnings of $0.21, LSI drifted lower in yet another case of buy the rumor, sell the fact My comment: A Crameresque Wrong! and a Shanesque 'We shall wait and prosper'. ---- Finally I saw your comment about Juniper. And I go back to something I will not waver from - no comments on 'small' stocks - by small I mean 'assets' or 'equity' - if either is under a $1.0 billion I keep the dirt to myself (BTW my median cap is $700 mil right now.). The naysayers could make a 'real' case about being a shill if I started to mouth off here. Sorry. ----

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