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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: sixty2nds who wrote (33522)12/4/2006 10:00:21 AM
From: BWAC  Read Replies (1) | Respond to of 95567
 
<This is an interesting turn for LSI. It was not long ago they were going to spin off their storage unit. I believe it was set to go then got pulled. The reason given - market conditions. Note that this is an all stock deal. Comments anybody?>

LSI severely disappoints me.



To: sixty2nds who wrote (33522)12/4/2006 11:36:41 AM
From: richardred  Read Replies (1) | Respond to of 95567
 
None other than IMO it will trigger more consolidation in the industry. I should also make note that some of the last couple years of consolidation activity. The activity has taken place where the competitions stock prices were weak. So activity is taking place before the major sales growth.


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