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Technology Stocks : LSI Corporation

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To: getgo234 who wrote (9686)	2/10/1998 10:29:00 PM
From: shane forbes	Read Replies (1) of 25814

Getgo: Thanks good point! (That's why I mentioned that AMAT would likely need the economies there to show "substantial" improvement.) Talk about having a yoke of debt around one's neck! [RE: ATML they will probably come back at some point. They just got well and truly caught between a rock and a hard place because of the high SEA sales I think and the flash price erosion. Double whammy. Big picture, I see ATML in a consolidating phase right now. They have the skills to pull through but it's going to take quite a change in the company. I think the problem is that they have a good chunk of flash market already (2nd behind INTC?) and I don't think their main market is growing as robustly as others. So stagnation for awhile. But having looked at them several moons ago my impression is that with their new products they are not going away. Big picture, just will take some time... (ADI's my favorite steady grower!) ]

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