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

To: sea_biscuit who wrote (21925)	4/17/2000 2:06:00 AM
From: uu	Read Replies (1) \| Respond to of 25814

Dipy: You state: > As for all the hype about B2B, I think the real winner will be a company that is "downstream" of all this mania -- GWW. Sure it is a company that has been around for decades, but who cares? At least I don't. I believe in paying for the steak, not for the sizzle. For the same reason, I think WMT will be a bigger internet winner than AMZN, and DIS will be a bigger winner than the AOL/Time-Warner combo. With the exception of your assumption with AOL/Time-warner above, I totally agree with your statement. That is why I am confused when you show your doubts about Companies such as LSI and other high techs whose products and services make it possible for Companies such as WMT to be more successful than any other Company making an attempt to take advantage of the Internet revolution! Pepsi may beat Coke, or Coke may beat Pepsi, or they both may be beaten by Dr. Pepper. However none of them can survive without water!! Regards,

To: sea_biscuit who wrote (21925)	4/17/2000 3:02:00 AM
From: nipela	Read Replies (2) \| Respond to of 25814

Hi, Dipy, I will pay for the steak AND the sizzle. Without the sizzle, the steak shall not be tasty. Great phrase, but nonsense. Regards Nipela