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


To: sea_biscuit who wrote (25130)8/8/2002 11:07:31 PM
From: Andy M.  Respond to of 25814
 
Dipy,

I managed another quick trip from 6.5 to 7 over the past day and am out of my short term position again.

One interesting trend to bear in mind in LSI's favor which you might have heard about: I just heard about new laws proposed that would make it mandatory by 2007 for each TV sold in the US to have a digital signal decoder in them. I remember an announcement a year or so ago that LSI had produced such a chip for the european (British?) market.

lsilogic.com

lsilogic.com

Just another consumer market with tens of millions of units a year that plays to LSI's strengths. PC chip growth has flattened but non-pc consumer chip growth is going through what I'm tempted to call a secular expansion! Your thinking bear don't want to be bucking the secular trend!

Andy