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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 244.68

+2.6%

3:59 PM EST

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To: GST who wrote (136789)	1/9/2002 7:39:49 AM
From: Sarmad Y. Hermiz	Read Replies (1) of 164685

>> LSI -- you think it is ready?? I have traded it 3 times in the past few months. I just loaded up a few k shares again yesterday. Yeah, I think it is ready for a 10% to 20% up move within a month. Altera makes programmable devices similar to LSI. Altera yesterday signaled a bottom of sales in the completed Q4. By the way, I own altr shares, also. But I bought them at 20~. LSI will benefit in a very leveraged way from increased sales, since they have a glut of capacity (note I uttered your favorite phrase!). So their variable cost is lower. So a pick-up in chip business will be very positive for LSI. That is my bet.

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