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

To: Jock Hutchinson who wrote (21254)	1/27/2000 6:19:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Jock, thanks for your thorough, as always, account of the CC. Moreover, Wilf spoke of this time period as being the beginning of a super cycle in semis. And given the relative newness of several of LSI”s product lines, it is very possible that any sustained slump in LSI's semi business could be as late as five years off Five years could bridge over the next possible down cycle in overall semis, making LSI not susceptible to cyclicality, a hairbrain scheme I was propounding last week. Tony