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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: fooledalot who wrote (4959)	11/11/1999
From: Kenya AA	Respond to of 12663

f: I assume it is safe to say that was a BO. Or do we need to get confirmation tomorrow? Well nothing is really safe now, is it? <ggg> The BO looks good enough for me to buy the stock under 60 without a day 2 confirmation, but I won't hesitate to pull the plug if things go sour. K BTW, just found this .... Wall St. Eavesdropper LSI stock rocks for some By Jeff Clabaugh, CBS MarketWatch Last Update: 3:42 PM ET Nov 10, 1999 Stocks to Watch Logic behind LSI If you want to play the semiconductor rebound, a good way to do it is by looking for a company that?s spreading its risks. LSI Logic (LSI: news, msgs) seems a likely candidate. It has its hands in a half-dozen different segments of the semiconductor business. And it has enough plants to fend off any disruptions from disasters like the earthquake in Taiwan. And LSI Logic is this week?s Focus Stock at the S&P Personal Wealth Web site. S&P equity analyst Thomas Smith says LSI Logic?s "system on a chip" -- allowing for a customized product -- means higher performance, lower costs and faster time to market. Customers like that. Investors should like the fact that LSI has a number of high-volume production facilities around the world that can keep up with demand. And LSI is active in six major market segments, including networking, telecommunications and computers. Smith says LSI does depend on one big client: Sony (SNE: news, msgs), although he says the percentage of total sales derived from Sony fell to 12 percent in 1998 and should fall more as LSI expands into new markets. This is a stock that?s up more than 250 percent this year, but that?s not scaring Smith off. He thinks, with LSI stock recently slipping from its 52-week high, this is a good entry point ahead of what will be the next big leg up in the semiconductor industry. S&P says a six-month target of 77 on LSI Logic is justifiable.