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

To: dmf who wrote (21036)	1/8/2000 11:56:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

dmf, Where is the fab capacity during all this demand? Is there some hiding we don't know about? LSI is in great shape for capacity. They built a big fab in Gresham Oregon, what, a couple of years ago, then took a lot of criticism and expenses because it looked to be too early. Now, it should be just what the doctor ordered. A lot of the fabless companies (Wilf Corrigan says fabless might become chipless sometimes ;-) use Taiwan Inc., name for some big companies like Taiwan Semiconductor and a few others. Sometimes our faves like Intel and LSI lease fab space to each other when one gets into a pinch and the other has spare cycles. EMC at 95, i know, everytime I use a limit order I end up shooting myself in the foot. Just buy it is what I ought to do, if the company is as much of a no brainer (if there is such a thing) like EMC. Tony

To: dmf who wrote (21036)	1/8/2000 3:16:00 PM
From: E. Graphs	Read Replies (1) \| Respond to of 25814

RE: Fabrication Plants Chip companies are considering at least 28 major projects to expand or build new fabs in 2000. Of the total number of projects under consideration 47% are new fabs, 46% are expansions and 7% are described as significant upgrades. Projects By Region: 50% in Asia (excluding Japan), 43% in North America and 7% Europe. Projects By Chips: ASIC 39%, Foundry 29%, Logic 21%, DRAM 7%, Other 4%. Source: IBD 12/20/99 IBD's Source: Merrill Lynch www.ml.com