Andy,
Any Idea what's dragging LSI down today? Is it Intel's new internet focus, which
maybe encroaches on LSI business? Or is this just a technical move after the
recent run-up?
First, pretty low volume.
Second, do you really think enough people can put 2 and 2 together and tie Intel's newly announced "Internet Farms", or their general purpose "MPU replaces lots of custom switch and router ASICS" strategy, or whatever, to LSI? I don't. If anything, fear of Intel getting into those areas would drag the networkers down. Instead, Cisco is up, and 3 COM is up big time (woops, takeover again on them, Siemens this time. That company will sleep with anybody).
No, I think LSI is just ho hum today.
Tony |
