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Technology Stocks : LSI Corporation
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To: getgo234 who wrote (9128)1/23/1998 5:00:00 PM
From: Bernard Levy  Read Replies (1) of 25814
 
Hi getgo:

I do not believe it would make any sense for LU
to buy a company like LSI. Any LU acquisition
will be more narrowly targeted towards a networking
electronics company. For example, there was a
rumor in the Sacramento newspapers a few weeks
ago about the possibility that LU might acquire
LEVL. I tend to think LU would go after electronics
companies with products in the following areas:
a) x-DSL, b) gigabit Ethernet, c) ATM switches.
The possible acquisition targets include PAIR,
LEVL, and Broadcom.

LSI is too big and too diversified to represent
a good match with LU.

Regards,

Bernard Levy
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