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Technology Stocks : LSI Corporation
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To: shane forbes who wrote (11192)3/26/1998 4:36:00 PM
From: Jock Hutchinson  Read Replies (1) of 25814
 
Shane: Obviously semis do move as a group--for better or worse. But over time, different semi companies do distinguish themselves. For example in Jan '96 INTC was a split adjusted 25 and our little puppy was 23 post earnings announcement. Our bowser is still 23 and INTC is around 75. My feeling is that LSI is positioned better than INTC is for the next two or three years. Will a good day for INTC be a good day for LSI? You bet. But this merely reflects your ongoing thesis that LSI's day in the sun is about to come.
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