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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (10301)	3/1/1998 3:12:00 AM
From: Duane L. Olson	Read Replies (1) of 25814

Right, Right, Right, O Wiz. Big has some advantages..thought LSI is no pygmy.. But LU is bigger. What's more, the CGW/LU achievement was so significant, that there was discussion on SI (and elsewhere by analysts) about whether they would put high-flying CIEN out of business!!...and the stock took quite a hit. I am one of the CIEN believers...but have to acknowledge LU's prowess..and I wish I owned some!! But it has always been "too expensive" for me....sigh! From here, though DPMI is revalued upward...they have an extended lease on (DUV Lithography) life, and will make the most of it... In their field, they are the heavyweight...but nimble, IMHO... TSO ((Stop by DPMI now and then) QUESION: Do you own CYMI???.... I have picked up my first shares..am ready to like it quite a bit... Thoughts? TSo

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