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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (9965)	2/21/1998 11:28:00 PM
From: Duane L. Olson	Read Replies (1) of 25814

Wizard...you're on top of GetGo's point... but there is some finetuning here.. If MU, and others, get their MARGINS back, because the Koreans can't run surpluses..and dump and cause GLUTs.... Then, MU,etc have the profits, and Projected Future Profits to order AMAT's best stuff...gong for the 64's and 256's sooner...because they will be able to justify the investment. Net gain to MU... Big Time... net loss to AMAT?..maybe Nada!... Point: The whole industry gains where there are PROFITS being made... and the whole industry suffers when there is a GLUT.. Profits are good! (New Philosophical Pronouncement from TSO...so consider the source <g>).. dlo Oh, BTW... you can check out that downdraft Gap at 27 for yourself... TA-Anon assures me it is significant.. Crosscheck with E! for rationality :-) 207.95.154.130 TSO

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