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Technology Stocks : LSI Corporation
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To: shane forbes who wrote (7770)11/13/1997 8:32:00 AM
From: E. Graphs  Read Replies (1) of 25814
 
Shane,

Since construction will be stretched out or postponed, but demand will remain strong, maybe it's time to accumulate those DRAM companies with existing facilities, ready and able, and wait for the inevitable shortage.

Yeah, I've been watching MU, too. Maybe we should work up a new chart showing how all the semis compare after the slaughter. I wonder if MU and LSI will cross?

Good luck today.

E
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