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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (7907)	11/24/1997 1:48:00 AM
From: Duane L. Olson	Read Replies (1) of 25814

O Most Exaulted Wizard.. this sounds like the same subject we were discussing a couple of weeks back! Namely, that the availability of capital for the LSI competitors in SEA is going to be dismal to nil for some time. (What's the chance of a couple of those super-over-leveraged, growth at all costs companies going flat bankrupt??) And with the cost of new fabs moving towards the $2 Bil range, how many does that cut out? Doug and I had a little back-and-forth about the tradeoffs between lower producer prices for the SEA producers and the advantage to U.S. producers in capital availability. My slant is the optimistic thought that by 2H '98 demand could start putting a strain on available fab capacities...or at least get that prospect in sight... with little relief from foreign sources. Result?--- an "inflationary" tendency, perhaps?. ( or what a bean counter would prefer to consider as revenue enhancement and wider margins for the chippers).. Just a few wandering thoughts (and JMHO, of course), as I rejoin the real world... TSO OLE!!

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