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Technology Stocks : LSI Corporation

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To: Jack Hartmann who wrote (21858)	4/11/2000 11:30:00 AM
From: Andy M.	Read Replies (2) of 25814

Does anybody else think LSI should be up, not down, today based on MOT's cc? The shortage of parts suggests that parts makers like LSI are in high demand. This reinforces one good reason to hold LSI: they have a lot of capacity at a time when others don't. The pressure on MOT's margins suggests that semi manufacturers also have a lot of pricing power right now. Also, MOT's semiconductor sales were a better-than-expected bright spot. But I've been whistling in the dark for weeks now... Andy

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