SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LSI Corporation
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: All Mtn Ski who wrote (20841)12/15/1999 12:53:00 PM
From: Glen2  Read Replies (1) of 25814
 
Why is LSI being hit more severely than the average semi stock? One rationale is fear of inventories piled up at customers. However, Charley Boucher of Bear Stearns addressed this in a report issued yesterday. He believes that any "overbuying" in 2H99, resulting in "underbuying" in 1H00 would occur primarily in the commodity, (logic, discretes, DRAM, SRAM, etc.) space. He thinks that there is less chance of inventories piling up within those circuits that are application specific, communications oriented and wireless, etc.

So, why is LSI disproportionately beaten back? I am tending to see this as a buying opportunity.

Comments?

Glen
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News