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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (14907)	9/11/1998 1:59:00 AM
From: uu	Read Replies (1) of 25814

Shane, Thanks for the link. I appreciate it if you can elaborate on the data provided in that link. You state: > in particular note the semicustom chips supply conditions thing (they will worsen) and the inventory thing (build or maintain with no reductions) - usually when you see big aberrations like that it is a sign of an inflexion point. (LSI would theoretically be in the semicustom chips area - your XLNX definitely is in this category.) I am a bit confused as how to interpret the data. On one hand the survey states that 50% say that prices over the next 60 days will fall for semicustom chips (as oppose to only 3% saying they will rise). On the other hand 80% believe the supply of semicustom chips will worsen! My question is, shouldnt lack of supply and increase in demand translate into higher prices? Am I missing something here? LSI is my largest core holding followed by XLNX and CPQ. XLNX to my surprise is trying very hard not to fall below $33 (my average share price of course is at $43!!). But I appreciate it very much if you can give your opinion about XLNX. Regards, Addi Jamshidi

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