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

To: E. Graphs who wrote (7849)	11/18/1997 12:09:00 AM
From: shane forbes	Respond to of 25814

Sally: MU and I don't get along. Never could understand why Ms. LSI has been playing also-ran to companies like MU... until I started comparing ROE and those other financial style numbers. Of the following two lists of Return On Equity which is LSI's and which is Mu's: (1)16% (1993), 38% (1994), 45% (1995), 24% (1996), 12% (trailing 12 m) (2)18% (1993), 20% (1994), 20% (1995), 11% (1996), 10% (trailing 12 m) If you guessed MU as (1) you're right. Substantially higher than LSI overall as you can see. Goes to show that even with commodity items if you fill the fabs you'll do well. (MU FY ends August - did not adjust.) PC market still very strong and perhaps accelerating - that's why I suspect MU still doing all right (relatively speaking). But it has taken a beating lately. And SEA overblown for now. Still I think DRAM is falling (as hard as this is to believe) so at some point MU will go down again. biz.yahoo.com ''The overwhelming consensus is (Asia) is not going to have as dramatic an effect on techs as initially anticipated,'' said Bill Meehan, chief market strategist at Cantor Fitzgerald.