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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: Jerry Olson who wrote (24277)3/21/2000 8:52:00 AM
From: Logain Ablar  Respond to of 63513
 
OJ:

LSI has there own foundries and fits your profile. This was one Mikey was pounding the table on over a year ago. They're firing on all cylinders. Besides CDMA chips and a chip in the new PSII they make a lot of the system on a chip, chips.

However if Taiwan production is impacted all tech and semi's will be impacted. I think this news is just an oportunity to buy on the cheap.

A few of the companies adversely impacted by Taiwan news (but they are great companies and as long as this is just FUD its a great opportunity) are CUBE, PRIA, ASYT, SIII.

Tim