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Technology Stocks : LSI Corporation
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To: Tony Viola who wrote (20303)10/21/1999 4:03:00 PM
From: Andy M.  Read Replies (2) of 25814
 
Tony,

Can I ask what she meant by sellers v. buyers? Isn't the whole semi-sector those who are selling the chips? Is she just saying that higher earnings will be driven by the fact that demand will outstrip supply, rather than supply (new technologies) creating new earnings opportunities?

Andy
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