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Technology Stocks : LSI Corporation

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To: RFF who wrote (9750)	2/12/1998 7:26:00 PM
From: E. Graphs	Read Replies (1) of 25814

So, Kurlak throws a blanket over semi investment and says stop, drop, and roll. Does he consider that many of these stocks have already been severely burned since September? It doesn't say. >>Which brings us to sundry analyst reports released this week. Kurlak notes that, "Investors have become convinced that sales declines are due to falling prices only, while units remain strong." He goes on to upset this conclusion by citing year-over-year unit shipments of integrated circuits, which show rapid deceleration since last summer, from plus 35% in July to plus 21% in November. In addition, Kurlak notes that the worldwide semiconductor market contracted 5% in December from November and slowed to a 4.4% annual growth rate from 16% last August.<<

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