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Technology Stocks : LSI Corporation

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To: Moonray who wrote (10319)	3/1/1998 7:46:00 PM
From: shane forbes	Read Replies (2) of 25814

Moonray: One more important point about that list: techstocks.com You can check ADI against virtually all the bigger semis and I think you won't find too many that will match the consistency of growth, the tight band in which the stock price moves. Even mighty INTC has stagnated in the past. ---- That's why I have said many times that ADI is the right "core" technology company for a steady growth diversified portfolio. You don't get the ridiculous swings that can wipe out big gains in a nano-second. It has to do with the IP they have and the broad market they serve. ---- BTW you can see that LSI is the Hare whose supply of steroids has run out. ADI is the speedy Tortoise. But the Hare may have some tricks up its sleeves in the next few years. Come to think of it then again so does the Tortoise (ex: 3Com modem chipsets and xDSL)!!!! Should be interesting to watch this one over the next few years. ---- Shane.

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