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Technology Stocks : LSI Corporation
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To: Moonray who wrote (20301)10/21/1999 2:13:00 PM
From: Tony Viola  Read Replies (1) of 25814
 
I caught an interview with Monica on Bloomberg this am. She likes the semi sector for the next 2 years, thinks it will be more of a "sellers" market than a buyers market (most of the interview was about DRAM, which, I guess, is the semi product the average bear can understand, if any). She likes Micron, Intel, LSI, IDTI, and did I hear TXN? Positive about the first four, anyway. For an analyst, I like Monica, and not just because she likes LSI, Intel. Seems to know her stuff.

Tony
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