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Technology Stocks : LSI Corporation

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To: Charles Tutt who wrote (20894)12/18/1999 5:40:00 PM
From: Glen2  Read Replies (1) of 25814
 
Charles, I think what has happened here is that ADI has been painted by the broad "analog paint brush." All the semiconductor companies known as analog houses have risen simultaneously. Perhaps LSI isn't as well understood outside of the semiconductor industry. Folks on Wall Street remember when LSI was synonymous with CMOS ASICs. Those days are behind them. Now, they're exploiting the consumer and wireless spaces, but they're not yet recognized as such. Perhaps a name change to "LSI Wireless Circuits" or "LSI Consumer Devices" would help drive the stock price. <g>

Good trading, Glen

p.s.: Does anyone really understand why LSI dipped 10 points and then corrected during the past week?
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