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

To: Beachbumm who wrote (19985)9/20/1999 4:59:00 PM
From: Tony Viola  Read Replies (3) | Respond to of 25814
 
BB,

On another angle, is
it just me or is LSI starting to stink vis-a-vis its peers? This price action is beginning to annoy me, although
the down days always seem to have poor volume.

So who do you consider some of LSI's peers? Some of these? If so, you are right in some cases.

beta.siliconinvestor.com

On the other hand, maybe LSI had some catching up to do (fundamentals vs. stock price). Still way ahead of the bunch YTD. Also, I don't think NSM's performance will continue. The "honeymoon" about getting away from that big bad bully Intel should be about over.

beta.siliconinvestor.com

Tony



To: Beachbumm who wrote (19985)9/26/1999 10:32:00 AM
From: Jock Hutchinson  Respond to of 25814
 
BB: While LSI does not have a fab in Taiwan, one must consider that there are a number of their customer's products that have components that are made in Taiwan. Nevertheless, this is not going to be a big deal, since it appears that there will only be a two week blip in the supply chain as a result of the quake.


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