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Technology Stocks : LSI Corporation

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To: Daniel My Brother who wrote (9864)	2/18/1998 4:25:00 PM
From: DavidG	Read Replies (1) of 25814

Dan, It looks like LSI has lost its luster again with the big boys since Tom Kurlak has been reiterating its negative future. There is just no volume in past few days which is not a good sign. I am wondering if all this DRAM fallout is viewed as a real impact on LSI earnings. Korean, Japanese and Taiwanese DRAM manufactures are getting out of the business in a rapid rate and are planning for more logic chip business.i.e full functional chips with dram embedded. LSI doesn't need any more competition but I guess those unprofitable DRAM fabs have to find something to do. Another drop in LSI below 24 3/4 and I am out of it again. Good Luck Trading DavidG

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