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Technology Stocks : LSI Corporation
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To: Grand Poobah who wrote (21185)1/24/2000 10:05:00 AM
From: Tony Viola  Read Replies (1) of 25814
 
GP, you make a lot of good points on why semis will remain cyclical. I would like to point out that the idea of semis shedding the cyclical yoke is not mine, by any means. Last time we were on the up cycle, there were many analysts pushing that theory. I maintain that the cyclicality goes away, and the only downs from now on are market catastrophy driven, like an Asia meltdown. Semiconductors are more pervasive now than ever, by far. I hate to use the Internet as the culprit, like everyone else does, but I have to. We'll see.

Tony
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