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Technology Stocks : LSI Corporation
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To: E. Graphs who wrote (10585)3/5/1998 10:07:00 AM
From: shane forbes  Read Replies (1) of 25814
 
E

AMD surprises me but not MU. INTC's BSing. The more and more I think of it the more confident I feel that this is a PC/INTC problem and not a total semisector unit slowdown... MU will benefit from the Korean dumping fines and the high unit demand - they are still the low cost producer last time I checked. (Maybe AMD is benefiting because they may actually benefit from the cheap PC thingie?)

(See restful sleep is a good sign! That October night I was tossing and turning a bit too much. When I got up that morning I sold. I did not sell today. If we go down we go down c'est la vie. But these days the good times for LSI are just beginning and I'll stick with 'em unless I see otherwise.)

Shane.
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