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Technology Stocks : LSI Corporation

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To: Paul Lee who wrote (15998)	11/16/1998 1:15:00 PM
From: patrick tang	Read Replies (1) of 25814

I like the way LSI/Wilf is actively preparing for the mass digital ala PC/TV/game console consumer. This are will grow like crazy in two years when flat panels prices are reasonable & cheap bandwidth is available. The networking stuff will deliver margins, consumer stuff will deliver sales at lower margins. This is what Wilf said in the last cc, and the co. seems to be following in that direction too. I hope people will take the Barron report seriously and completely miss the point that ALL US companies do that too because that stuffs the bottom line for years to come. Seems to be a lot of sales of small lots when the stock price drifts lower. Perhaps tax-selling has started. patrick

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