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Technology Stocks : LSI Corporation

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To: uu who wrote (15493)	10/7/1998 12:59:00 PM
From: patrick tang	Read Replies (2) of 25814

I am pretty sure LSI will have good report: biz.yahoo.com 124yen/$ WILL affect earnings. I am very surprised that with the AMD report last night and the exchange rate last night, this stock has not moved. Guess somebody is giving us time to buy more I guess. but then, if they are losing money in Japan biz, then ...... My yawn on the PC market is not as much 'good' vs 'bad' but 'oversupply' vs 'undersupply'. Thus I watch the spot price. As I mentioned in my last post, the PC-100 SDARMs (0.25um or below) seem to be holding while 32M DIMMs (direct competition from 0.3um 4Mx4/16M DRAMs) seem to be in oversupply. Perhaps the K6-2 is so successful that everybody want the 100mHz and demand for 66mHz is falling. That sort of fits my guess that 0.25um is in balance and 0.3/0.35um is in oversupply. I don't see spot price for CPUs falling that fast. Thus I think overall demand is 'good'. I agree with Shane that Intel will probably post really good report and that LSI will probably do the same. At least sales wise LSI should pick up most of the expected shortfalls. By the way, I saw street price of Playstation I at $99. There's really not much room to drop prices before they need to introduce another machine. Otherwise they kill their $ sales. There is room by X'mas to do $70 Playstation I and $200 Playstation II. Or else let Playstation I stay at $100 and throw in a free game. Either way, I am almost willing to bet we'll see Playstation II before end of Feb. I don't think Sony fames will allow themselves no high end product. Of course who supplies the processor is the $M question. patrick

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