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

To: Bob Howarth who wrote (20839)	12/14/1999 4:44:00 PM
From: Beachbumm	Respond to of 25814

Well, Bob, I'm not sure if that is meant to comfort those who are long, but if LSI revisits low to mid 40s I'll be back in lickety-split. (I am now long ALTR -- smallish position -- because this selling is ludicrous IMHO.) Beachbumm

To: Bob Howarth who wrote (20839)	12/14/1999 5:59:00 PM
From: All Mtn Ski	Read Replies (2) \| Respond to of 25814

Some sense to the selloff: "Traders said semiconductor stocks sold off on fears of an emerging Y2K-related inventory build-up of electronic components, evidenced in a $400 million quarterly increase in inventory that Solectron had created as a Y2K buffer. Such build-ups can lead to inventory gluts and price wars." dailynews.yahoo.com We all remember the double-ordering in the Summer and Fall of 1995 that lead to the semi market meltdown in 1996. Traders remember too. While there could be an inventory buildup for Y2K, I don't think it is a repeat of '95, as capacity has not been added in sufficient amounts to lead to a glut of semiconductors. We could see a continuation of this selloff as this idea takes hold. I'm ready with cash raised to buy into this selloff over the next few weeks. Tom