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To: TREND1 who wrote (23200)10/29/1997 12:45:00 AM
From: Peter Shaw  Respond to of 53903
 
Larry,
I was pointing out that LSI is a proprietary Asic designer (I'll have to check my post and make sure I said just that). The hazards for them lie in heavy reliance on specific customer contracts, and a heavy exposure to as yet underdeveloped consumer markets like digital cameras, DVD's, Javastations, MU embedded DRAM (gotta' get a MU reference in this post). Some very good info on that thread, without too much nonsense.

Cheers,

Peter Shaw



To: TREND1 who wrote (23200)10/29/1997 9:22:00 AM
From: DavidG  Read Replies (3) | Respond to of 53903
 
Larry,

Well...the old dog..TK is at it again. CNBC indicated TK says it is too early to buy tech stocks.

Other analysts are recommending TXN and IBM. I guess b/c he was not the first to make buy recommendations he has to come out and be negative.

What an A..H....

DavidG

PS: Maybe his cronies couldn't get into ML yesterday to place orders. ML phones were supposedly off the hook.<G>


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