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

To: Duane L. Olson who wrote (7933)	11/24/1997 4:25:00 PM
From: uu	Read Replies (2) \| Respond to of 25814

DELL just reported 0.69/shr earnings (about 4 cents better than estimated of 65 cents/shr and in line with the whisper number). The following is also stated in their earnings report: Solid Demand Outlook;... "The outlook for overall demand in the computer systems industry remains very healthy," said Mr. Dell. "Declines in key component costs combined with improved processor performance are likely to drive continued strong demand as we move into the new year." Since LSI continues to be percieved to be heavuly involved in PC (eventhough in realaity it is really not that dependent on the PC market. But who cares since it is the perception these days that drives the price!) would the above statement be good for LSI (since the demand is healthy) or can it be viewed as not so great or neutral since the main reason for the increase in demand (at a consumer level) can be attributed to the low cost in components? Regards, Addi Jamshidi P.S - Welcome back Duane...

To: Duane L. Olson who wrote (7933)	11/24/1997 9:01:00 PM
From: DavidG	Read Replies (1) \| Respond to of 25814

Duane, He sounds a little goofy, but what the heck another analyst recommending LSI. << 11/22/97 - Stock picks for investors {TEXT} [LSI] Logic is a superb company with a bright future. Do you ever sit in front of your computer, as you wait patiently for the machine to complete a task? Ever wonder why it takes so long? One answer is that the machine must constantly go back and forth from its memory to its brain. When there are hundreds of small tasks to be performed in a specific sequence, this can take a very long time. The answer would be to put the memory and the processor on the same chip. This is [LSI]"s core business. [LSI] is among the top 50 American firms in spending on research (14.9 percent of its revenues). For example, [LSI] recently announced a new chip, selling for only $35, with a million transistors and a dozen subsystems that perform all the brain work for a digital camera. The chip produces images that are five times denser, yet 40 times faster, than the competition. Overall, [LSI] is a high-quality investment in a very exciting business. The third quarter is the first year-over-year up quarter in the last couple of years. The quarter was up 70 percent over 1996"s third quarter. But, despite the good news, the stock fell sharply after the announcement. Our strategy with any great company is to buy when Wall Street is down on the group. We"re not buying this stock for a quick trade, or for the next quarter"s earnings. But within five years, we feel [LSI] could be a major winner. _John Dessauer"s Investor"s World, Potomac, Md. >>