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

To: Howard S. who wrote (7684)	11/7/1997 9:36:00 AM
From: getgo234	Read Replies (1) \| Respond to of 25814

Howard and others: How significant is the news that LSI will cut capital expenditures by 50% in 1998 given that the Oregon facility is nearly complete? Is the 50% cut a 50% reduction from 1998 plan or a 50% reduction from 1997? Please provide your thoughts.

To: Howard S. who wrote (7684)	11/7/1997 1:48:00 PM
From: Duane L. Olson	Respond to of 25814

An assessment of the capital cutbacks would be welcome....anyone, jump in. Capital will be short for new plants in the "Tiger" economies now. Design complexity has the potential to delay full migration to the lower Micron technologies. Desgin capability becomes more important than low production costs....where does it lead? Optimistic for LSI? We could bring Doug in at this point as well. I for one would love to get smarter...(a minimally easy task, actually) dlo