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Technology Stocks : LSI Corporation
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To: shane forbes who wrote (10423)3/3/1998 3:51:00 PM
From: Duane L. Olson  Read Replies (1) of 25814
 
Wizard, I liked that assessment.. Do you sometimes get the impression that certain analysts don't have a full grasp of the situation..like when they say things such as "Investors are turning a deaf ear..I think they are in denial..they don't want to hear any bad news". Might a less arrogant individual not think...hey, if the investment community is acting differently than I THINK they should...is there any possibility that it it I who might be wrong?...and that Shane could be right <g>
The reduction in capacity...or even a reduction in the RATE OF INCREASE in capacity, surely has to give the old economic factors of supply and demand a fair chance to get operating again. Since the Koreans were perhaps the biggest violators of the rational investment considerations, it is sort of nice to see that it is THEY who head the list for a reduction in investment, no? TSO
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