Moonray, I know LSI is not being picked on wrt the other semis. Earlier, I said this:
As I type this, LSI is down just a little less than the SOXX, %-wise. Reminder that YTD, LSI is still
about a three and a half bagger. Profit taking, Y2K fears (not much of that left though, IMO), year end
jockeying, lots of reasons for volatility these days.
The current semiconductor boom duration predictions keep getting lengthened, as heard from Wilf and
every other chip CEO that's spoken, and SIA, IDC, etc. It's out to 2002 now, they think. I'm holding.
Tony
What got me was the report that CNBC allegedly said LSI was getting hit because of a flash shortage. That'd go to be a bad reason, or conclusion.
Fundamentally speaking, I have every reason to believe that LSI is as solidly on track as any company I follow. But then, WDIK?
Tony |
