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Technology Stocks : LSI Corporation

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To: Tech Watcher who wrote (13926)7/27/1998 8:25:00 PM
From: Tony Viola  Read Replies (1) of 25814
 
Tech Watcher, Re: "A valid negative point without any personal attacks!"

Thanks (I think). Just scratching my head trying to figure out why LSI is so weak. For whatever my theory is worth, two semi stocks that definitely go against it are Altera and Xilinx. These two are similar to LSI in that neither is into æP chips nor commodity chips, and both are leaders in their niche. They are also about mid-cap. Yet, they both always command more respect than LSI. When LSI does get back to thirty-ish, I think it's time to rotate money in it to one of these or more AMAT or INTC. JMHO, FWIW. The big MO is in charge here, and it ain't with LSI, sorry to say.

TV
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