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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (10231)	2/26/1998 11:36:00 PM
From: Duane L. Olson	Read Replies (2) of 25814

Wiz, not to overdo this after the fact, but why wouldn't the semi -eqt guys do well AHEAD of the chip guys?.. At what point in the cycle does each make their money? I see it as: 1. Desperate chip guys order new equipment to get to next level 2. Eqt guys get rich supplying the equipment 3. Chip guys start ramping up on new equipment 4. Chip guys finally get some volume, with decent margins at capacity, and accumulate just enough cash so that: 1a Desperate chip guys order new equipment....etc, ad nauseum.. Which is about as complex as the TSO can handle..I know.<g>. TSo

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