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Technology Stocks : LSI Corporation
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To: shane forbes who wrote (14746)9/3/1998 4:32:00 PM
From: shane forbes  Read Replies (1) of 25814
 
Addi:

Here's the ARTI release:
biz.yahoo.com

And balance this long term angst with the fact that
LSI is still generating a large number of design wins.

Didn't they say twice as many design wins as the first
quarter or something like that in the c.call?

Design wins are the best way to evaluate a high tech
company's future prospects.

Nevertheless LSI (pre Symbios) was caught in the middle -
between the 0 vertically integrated foundry/IP setups and
the fully integrated IBMs/LUs of the world.

Now LSI (post Symbios) is a lot closer to the fully BIG
vertically integrated companies. So that is good. The guys
in the middle really do not have a long term future (that
was the basis of my original
comment about a 3-4 investment horizon in LSI). It is the
big SQUEEZE factor so to speak.

This is a capital intensive industry and BIGGER is BETTER.

Yet another reason why Symbios is good <g>

Worst case scenario is that someone will eventually buy LSI
out! Don't laugh if things don't pan out that could really
happen! Not this year but maybe around 2000. At what price
who knows. But eventually all capital intensive industries
coalesce into 5-10 behemoths.

Maybe by taking over Symbios LSI is staking a claim to be
one of those behemoths.

I'm not so certain they can pull it off longer term
but again we shall see....

Holding until bankrupt...
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