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Technology Stocks : LSI Corporation

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To: frank/fla. who wrote (10799)	3/11/1998 2:17:00 PM
From: shane forbes	Read Replies (2) of 25814

On the premise that what's good for DVD is good for LSI, and that as advertised here the DVD cycle is beginning to build some serious mo no small thanks to the PC DVD introductions and the lack of infighting in this arena, here's sparkling news about DVD: ---- biz.yahoo.com Creative Drives PC-DVD Into the Mainstream with Complete Line of Solutions Starting at $149.99 New Family of PC-DVD Solutions Broadens Availability of DVD on the Desktop ---- E.T. Call home! We've just passed the price point of major consumer acceptance. ---- I'll stand by my earlier comments on DVD. This is going to be huge, the timing is now, and LSI is well positioned to reap the benefits. ---- So this makes (possibly - I say possibly only because there will be a lot of competition) the 3rd big chip for LSI - DCAM, GSM and now DVD - all in early stages of explosive S curves. A very good thing. Tack on FC and maybe CDMA soon and we are good to go. ---- Whether today's price action will last beyond today is a whole different story. I suspect it won't - the scaredy cats will be back soon. Still one must be encouraged by the volume one day after yesterday's 2 million downer. ---- Shane.

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