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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (12361)5/15/1998 3:15:00 AM
From: Duane L. Olson  Read Replies (1) of 25814
 
GP and Wiz... And I can't find much in the semi-equipments I don't love at this point in the cycle either. Stretching to include the instruments as well, I'd be happy with NVLS, AMAT, PLAB, GSNX, DPMI, ETEC, VECO, TER and a few more, at current prices. Don't know if we're in left field, but I'd be pleased to own all these for a year given what is known (or thought to be known) about prospects.. It would be nice if things were just a bit gloomier to REALLY make the case..but I'll settle. TSO
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