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Technology Stocks : LSI Corporation

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To: Tony Viola who wrote (12971)	6/13/1998 4:16:00 PM
From: E. Graphs	Read Replies (1) of 25814

Tony, I think you made a good point here; so did Sid. I agreed with Sid initially in that IBM is not in the merchant market chip business; they don't have the infastructure for it. However, after looking at your reference I see that they are spending some of that $$$$ to build up their application engineering, and intend to support their future customers. chips.ibm.com Still, I would not sell LSI on this news. First, let's see how this investment pans out for IBM. I can imagine some real conflicts of interest when their internal customers' needs are in direct conflict with their external customers' needs. Let's see how IBM will prioritize. Besides, I can invest in LSI whereas I can't invest in IMD. LSI is the pure play. Regards, E

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