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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: akmike who wrote (19430)	7/21/1999 11:35:00 AM
From: Jock Hutchinson	Read Replies (2) \| Respond to of 25814

Mike: In my cc report, I will lay out a scenario that says LSI could be a $160 stock within twelve months.

To: akmike who wrote (19430)	7/21/1999 11:46:00 PM
From: shane forbes	Respond to of 25814

"Do others agree with me that this foundry venture could plug up a big cash drain and make the long-term return on capital higher and less volatile?" You bet. One of the reasons I do not elevate LSI to God status is that their profitability has historically been ridiculously low. It is sad when MU can generate a higher ROE than a company with such a good idea as SOC. But that is the nature of the beast. Again when LSI said in Oct. 1998 that they were going to reduce their operating costs I was salivating. A great idea has to be made a great money making idea or the stock market could care less. Less volatile is a lit bit trickier since I suspect there are plenty of plans going up for new foundries worldwide right now or very soon. This is just for the benefit of all who say I have not added a new idea recently <g>. It is a rehash of some old comments in several other posts... Ha.