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Technology Stocks : LSI Corporation
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To: getgo234 who wrote (9695)2/11/1998 9:06:00 AM
From: shane forbes   of 25814
 
Briefing.com's comments on Kurlak (LSI got mentioned aren't we lucky! And yes with the two companies with a DRAM component - TXN and MU - why do we still get mentioned with the DRAM people - the Street is all confused...

Merrill Lynch's chip guru Tom Kurlak is
making more negative comments on the semiconductor sector, particurly the
DRAM makers. Questions run up in stocks amid a December decline in chip sales.
On the DRAM front, says expects prices to fall another 20%-30% from March to
July. Specifically dislikes LSI, Micron, and Texas Instruments. Has a $20 downside
target on Micron (MU 37).
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