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Technology Stocks : LSI Corporation
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To: Duane L. Olson who wrote (7679)11/6/1997 9:05:00 PM
From: Doug  Read Replies (1) of 25814
 
Hi Duane: Semi Conductor demand is on the increase. However that demand has to be balanced by the following facts. a: No of Fab plants have increased and exceeed demand. b: S.E Asia production cost are less. c: Because of deflation in SE Asia , Fab plants there will be encouraged to dump. d: The U.S heavyweights like TXN,IBM,INTL have entered LSI's space. e: The 35 micron line is giving way to the 25 mic line . LSI's new plant (35mic) may be outmoded sooner than planned. The pricing history of the Chips in question may point you to the future.
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