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Technology Stocks : LSI Corporation

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To: uu who wrote (8570)	12/18/1997 2:18:00 PM
From: Duane L. Olson	Read Replies (1) of 25814

Addi, old friend, thanks for providing that info.. It shows 6% SEA exposure (ex-Japan) instead of the 7% I had stated. And a total Asian exposure of 26%. My view is that only the SEA portion is a vulnerability... and if the "hit" is (for example) One Third of those SEA revenues, then the total impact to LSI is 2% of revenues. And not something I worry about. One thing that does concern me is the long-term chart pattern on the SOX:http://chart1.bigcharts.com:80/report?r=cobrand&site=researchmag&onbad=cobrandsymb&symb=SOX&time=10&uf=0&sid=11520&sec=x&xyz=144707563&s=5753 There are folks who say a major "head and shoulders" formation is in effect, with a target under 200 on the SOX Index.. Looking for opinions on that possibility!! TSo

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