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Technology Stocks : LSI Corporation

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To: Moonray who wrote (8287)	12/11/1997 1:46:00 PM
From: Duane L. Olson	Read Replies (1) of 25814

Moonray... How right you are Ka$h is King .. And TSO let that principle slip just long enough to drop cash position under 50%... dum dum dum dum (Oooops, forgot a "b").. dumb, dumb...etc. Couldn't resist a few "bargains".. But don't you have a great feeling about the story six months to 24 months out?.. The competitive Koreans are out of it, bringing DECEnt margins back as a possibility for the techs. As for the capital equipment (semi type) and instruments, doesn't it look like a very short range phenomenom that their sales are down? -- the customers will be different, but the demand for technology goes on. I'm feeling rather bullish once we get through the current (severe) effects: aren't you? Duane

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