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Technology Stocks : Lattice Semiconductor

LSCC 62.49

-1.0%

3:59 PM EST

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To: M. Gagne who wrote (79)	6/23/1996 10:42:00 AM
From: E_K_S	of 339

According to my last discussion with the company (four month's ago) and also based on their latest earnings/sales release, the company continues to make money from their low end FPG. They said that if they can not maintain 30% margins on any of their low end business, they would drop the line. Also, LSCC is trying to build up its high end line as a greater percentage of its total business. This takes time. Finally, according to Saturday's San Jose Mercury News (Silicon Valley paper), many of the chip makers are experiencing growing inventories and lower bookings (for the most recent period) from the tellecommunication Industry. Therefore, look for the networking company's to report lower (than expected) sales and earnings as this two-three month slow down works its way through these sectors. IMO, Supply was growing too fast and demand started to wind down a bit even in the tellecommunication sector. It is going to take a few months for both to get back in equalibrium again. I am optomistic long term and hopefully we should begin to see a pick up to normal levels by September 1996. These stocks are hard to trade for the short term and one should keep a long term perspective. Good Luck and Good Trading EKS

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