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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (9694)	2/11/1998 8:52:00 AM
From: getgo234	Read Replies (2) of 25814

Shane and others: CNBC reporting this morning ( 8:15 a.m. EST) that Kurlak is currently holding an internal conference. Kurlak continues to speak negatively about semi stocks saying that first qtr YOY will be negative. Pricing for DRAM's continues under pressure. Sounds like the same comments made in recent weeks. ADI estimates lowered by Cowen. Sounds like semi stocks should be under some pressure this morning. AMAT called up $ 1.00----go figure. UPDATE CNBC at 9:40 a.m. just commented that LSI and TXN will be under pressure in response to Kurlak's comments.

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