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Technology Stocks : LSI Corporation

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To: uu who wrote (10931)	3/16/1998 6:33:00 PM
From: shane forbes	Read Replies (1) of 25814

Addi: In my reply to getgo I had to change my $30 level for MU since I had no recollection of just how fast the stock moved to 38 recently! I think too that LSI will beat estimates - I'm hoping that if we net out the fab opening expenses the "core" LSI business will be doing exceptionally well. It's ironic to me to see the market so high and the semis so "low" (relative to 52 week highs). Maybe that "savings" money will be put back into semis when all the bad news is over. And we are getting pretty close to ferreting out all the sector wide bad news. The semis look about right at these levels taking into account all the uncertainty in SEA etc. I'm just hoping we don't go into panic mode tomorrow or soon. Also at some point the market has to factor in all the near term uncertainties and move on. With all the big boys having warned or complained what else is left for sector wide bad news? Not much. Perhaps we'll just drift for awhile before taking off. Shane.

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