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Technology Stocks : LSI Corporation

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To: thomas hayden who wrote (9671)	2/10/1998 7:07:00 PM
From: shane forbes	Read Replies (1) of 25814

Thomas: --- Here's my sense: Semis: (bullish) keep money on the table, add on weakness. Semi-equips: (bearish) take profits over the n/t. "sell into strength" I might (big might) place my first ever short on some stock in this sector sometime over the next few weeks. Will have to investigate closely and see how market reacts... --- Here's Briefing's take: Semis: Could take a bit of a hit from Applied Materials' cautionary comments but momentum in this industry is very strong. Semiequips: (on AMAT) While bullish tone of the market may enable stock to shrug off report over the near-term, would use any additional near-term gains to reduce exposure to stock ----

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