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

To: Bob Howarth who wrote (20938)	12/23/1999 6:03:00 PM
From: Tony Viola	Respond to of 25814

Bob, Michael Murphy just panned over-priced second tier semi's on CNBC. It was a really strange interview as I have no idea how his opinions relate to the stocks he recommends his readers buy. He did not try to distinguish LSI or any other semi's, but appears to be looking for a big sell off after 1/1/2000. Did he say what companies he considers 2nd tier? LSI IMO is first, or first and a half. I can see him panning the likes of BRCM, CNXT, PMCS, TQNT, AMCC and a few more. I have nothing against them, but they've gone to the moon. Anything to do with networks or fiber and they've gone nuts. Yeah, LSI is tier one when you compare it with those guys. I'm holding, although it might give up some if/when the 2nd tier cracks. Tony

To: Bob Howarth who wrote (20938)	12/23/1999 7:31:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Is LSI big into DVD control chips? CNBC just did a bit on DVD players, saying they were flying off the shelves this season because of lower prices, ~ $200 and up. Mentioned Zoran and ESS Tech as chip makers that have prospered because of DVD, showed their YTD charts. Actually, they look about the same as LSI's. Anyway, sounded good if you're into DVD parts. They concluded by saying that DVD might be challenged later by the Internet, from which you'll be able to download movies. Not without DSL though! Tony