OWW That SDRAM Shortage(!) article has a lot of points that affect LSI , IMHO, as well as all chip makers. As I write this there is supposed to be a negative report on all semis coming out (CNBC).. so there is the conflict. On one side, the foreign capital available for semis, as well as the difficulty in making the high end chips hands a big advantage to the U.S. chipmakers... Next we get "good advice" to sell all semis on any rally.. <?> Gotta work it out ourselves and go with the logic train...
Gotta keep that net-centric world view in mind, imho... And, with all its faults, I think SUNW will be a beneficiary, and I'll own it again one day. LSI is gradually moving towards the telecom market; The success of the netcentric model could mean vast increases in the demand on Bandwidth, so nice to see our guys getting a toe in that water. We will depend on you to keep us aprised of the JAVA developemtns..
//OT//** The Contest ** You and I are the lone mangy bears in this contest, so we cheer these negative reports, right... sure, I love to see a pack of my options going south, just to win a bet...right..
I was sure the test of the 24/25 resistance would give us a high volume push through to 27 (and above, intra-day)... Now it's back to square one.. or two.. Yargh.. Cheers! TSO
Ole
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