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Technology Stocks : LSI Corporation

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To: Duane L. Olson who wrote (16534)	1/24/1999 1:56:00 AM
From: GST	Read Replies (2) of 25814

Duane -- I don't want to pretend to know more than I do about LSI. Yet I think that LSI has been a disappointment because it has been a little ahead of the market. Now I think its time has come, and the products it makes for the chip industry are going to be in higher demand at a time when the market will be looking more and more to chip stocks beyond intel for leadership. The leadership is not going to come from AMD -- too much price competition and a david vs golliath problem for AMD. INTC has AMD to worry about, so its pe expansion will be limited. I think it will be the LSI's of the world that do well -- although I am worried about the overall market right here.

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