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To: Duane L. Olson who wrote (7719)11/9/1997 10:49:00 AM
From: JMD  Read Replies (1) | Respond to of 25814
 
dlo, this would suggest LSI slowdown is already 1 year old:
Subject: Semi-Equips - Buy when BLOOD is running in the streets!
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To: Dave Michael (3326 )
From: Digital Man Friday, Nov 7 1997 11:21PM EST
Reply #3330 of 3335

For what its worth I can give provide some insight on LSI from a completely different standpoint than normally seen on this thread........

One of the many hats I wear is involvement in the commercial construction industry. Our major clients include AMAT, ORCL and at one time LSI. Early last year LSI shelved plans for up to four new buildings in Fremont, Ca. As a matter of fact one was completely built and sat vacant for some time until AVANT! took it over. That is a very uncommon occurance in my industry.

I don't follow LSI very closely to tell whether those problems last year are behind them, but I don't think I would judge them as any sort of trend setter. They've been struggling a while now.




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Regards, JMD