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Technology Stocks : LSI Corporation

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To: DavidG who wrote (14032)	8/4/1998 8:32:00 AM
From: getgo234	Read Replies (1) of 25814

Scott Black from Delphi Management appeared on CNBC this morning to talk about technology stocks. Scott spoke negatively about a number of major tech stocks. Finally, Mark Haines asked Scott if there were any tech stocks that he did like. Scott replied that he liked LSI. Scott feels that LSI will make 1.50 next year. With stock selling at 13x next year's earnings and potential to earn in excess of 3.00 in this cycle. Heavy R & D is behind the company. Scott finished that he really likes LSI and he has never lost money investing in LSI.

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