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Technology Stocks : LSI Corporation
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To: Tony Viola who wrote (15020)9/16/1998 1:06:00 AM
From: E. Graphs  Read Replies (1) of 25814
 
Tony,

Do you follow semi-equips? Have you noticed if any are lowering their prices on equipment? Fabs were getting too expensive to build. I would think this is what a correction corrects. How much of a discount should we watch for? I'm wondering if we won't see any real recovery until we see big some big discounts on equipment. Most likely we'll get more consolidation first, though, right? Then deals on equipment .....imponderable deals. <gg> Then recovery.

Has this already been discussed? Do I have this wrong?

Thanks,

E
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