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Technology Stocks : LSI Corporation
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To: E. Graphs who wrote (14853)9/10/1998 5:33:00 PM
From: shane forbes  Read Replies (3) of 25814
 
E:

I just read the INTC report.

It's what one would call a kick-the-shorts-in-the-pants
kicker.

Should see a sizeable rally in semis tomorrow.

Life may be good soon.

Of course the disdained LSI may be a different story but
based on INTC's #s I would think it makes sense to buy
semis - esp. PC semis - (and of course any of the
semi equips who have some products
that can sell <g>) fast because the seasonality thing
is getting going and the prices (as you imply) seem to
be discounting armageddon.

If ADI indicates strength in bookings let the +20% surge in
a very short time begin.

Shane.
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