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Technology Stocks : LSI Corporation
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To: Duane L. Olson who wrote (10383)3/2/1998 6:52:00 PM
From: shane forbes  Read Replies (1) of 25814
 
TSO:

That's not entirely positive!

No one ever said Korea was going to 0. Suspect that spending will be down 50% (in budgets?)

These 50% orders have to come down the pipe some time. So just because ASMLF got a big order it does not mean that the missing 50% will be made up.

Besides AMAT which tends to be optimistic will not be shutting down for 12 days if they thought things were positive.

Plus Japan...
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