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Technology Stocks : LSI Corporation
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To: Duker who wrote (14878)9/10/1998 9:52:00 PM
From: shane forbes  Read Replies (2) of 25814
 
o boy that's a toughie because I have been away from them for quite
some time (since Feb) - I did at one time look at cash flow and made some rough estimates of survivability if the downturn lasts until
mid 1999:

Just off the top of my head, of the ones I am familiar with:

I think WJ's semiequip operations are in big big trouble.
SFAM (maybe)
FSII looks like they are having serious problems with cash flow
(and for whatever reason I have never been a fan of LRCX)

Of course they could all be bought out cheap <g>.

I guess my comment was a bit too alarming. What I should have said
is that if the downturn lasts too long then many of these
companies will only be a shadow of themselves by the time the
upturn comes and that will leave them at the mercy of being run out
of town by other stronger (bigger) better capitalized companies.

I would keep a vulture's eye out for any of the smaller companies
that are reducing R&D spending or selling off hard assets like
land etc...
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