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Technology Stocks : LSI Corporation

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To: E. Graphs who wrote (15027)	9/15/1998 10:51:00 PM
From: shane forbes	Read Replies (2) of 25814

about semiequip growth and semi-recovery musings: Very good article about demand and foundry requirements: techweb.com (the above counters the AMAT CFO's claim of no 30+% years in that "mature" industry ever again<g> Plus they are once again making the famous "recoiled spring" argument <g>) [only 5% of foundry capacity is for 0.25 and below - no wonder those foundry guys were making so much cash - 0.50 fabs must be pretty cheap and keeping them filled up is like printing money for their shareholders <g>] [LSI always seems to be marching to the beat of another drummer aren't they. Last year they were at 65% fab utilization around mid year and really hurting and everyone else was pretty much ga ga and very happy. Then this year as LSI was moving fast from 70% to 80% to 90+% utitlization the industry was going the other way with fab utilization decreasing sharply. Amazing - all I have to say is that LSI is doing something differently ! now convert that into cash...] Also RF Micro reporting unexpected sales strength... <good good good> "RF Micro Devices Inc. (RFMD): The wireless equipment maker said earnings and revenue for the second quarter ending Sept. 30 will be higher than expected. Earnings are expected to be 9 cents and 10 cents a diluted share, the company said. RF Micro was expected to earn 6 cents, the average estimate of four analysts polled by First Call and earned 5 cents in the year-earlier quarter RF Micro rose 1/4 to 16 3/4" - after market at 18 1/4. and BBRC did not go down nearly as much as I thought they might <good good good>... any more of what looks like good news trickling out and the little guys will be getting more and more confident in the chip sector... right now there is still a tad of uneasiness (understatement)... now hoping that there are no more skeletons in the closet so the semi-investors currently in the closet can come out and push the prices just a tad higher... I'm not asking for much these days <g> Shane.

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