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Technology Stocks : LSI Corporation

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To: Bob Howarth who wrote (20839)	12/14/1999 5:59:00 PM
From: All Mtn Ski	Read Replies (2) of 25814

Some sense to the selloff: "Traders said semiconductor stocks sold off on fears of an emerging Y2K-related inventory build-up of electronic components, evidenced in a $400 million quarterly increase in inventory that Solectron had created as a Y2K buffer. Such build-ups can lead to inventory gluts and price wars." dailynews.yahoo.com We all remember the double-ordering in the Summer and Fall of 1995 that lead to the semi market meltdown in 1996. Traders remember too. While there could be an inventory buildup for Y2K, I don't think it is a repeat of '95, as capacity has not been added in sufficient amounts to lead to a glut of semiconductors. We could see a continuation of this selloff as this idea takes hold. I'm ready with cash raised to buy into this selloff over the next few weeks. Tom

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