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

To: uu who wrote (8085)	12/2/1997 5:00:00 PM
From: DavidG	Read Replies (2) \| Respond to of 25814

Addi, I Totally agree with your comments on TOM KURLAK...And just the fact that you are intelligent enough to recognize his idiotic flip-floping makes you the rocket scientist compared to him. Tom Kurlak is not an analyst put a manipulator of the markets and CNBC should be smart enough to distance themselves from these individuals. I am 100% in agreement with your prediction and would like to go on record also...More individuals should speak out against these idiots and their PUMP and DUMP schemes that actually STEALS money from the small investors. Good Luck Trading DavidG

To: uu who wrote (8085)	12/2/1997 7:30:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Addi even though I agree with you in general about analysts and their ulterior motives and competing interests I think it is important to at least listen to what they say. The rest of the market does. I disagree with Kurlak's time frame and I think the pricing pressure is nothing new. LSI's, VLSI's, ALTR's and others gross margins have not come down in the last few quarters. They've gone up. This suggests (currency issues notwithstanding) that Kurlak's 1994-present overbuilding idea leading to lower utilization and lower profits just does not cut it. I know VLSI has been at 90-95% utilization and ALTR's fabless partners are going full throttle. LSI's 70% utilization is typical of LSI - it rarely goes very very high (company specific therefore). Kurlak's comments as applied to DRAM are fully true. Overbuilding => overcapacity => tight profit margins => trouble. But the same definitely does not apply to MPUs, linear/mixed-signal, and most of the logic segment (heck even special memory chips like flash have done well this year.) And if there was so much overcapacity how come the foundries are burning rubber operating at full capacity. Kurlak's bombed re: overcapacity in non-DRAM segments. In end-user inventory issues I think he's right. I get a sense there is some inventory issues near term in certain segments. Communications chips definitely (but suspect this is SEA and definitely s/t - intermediate term to long term these chips will do extremely well), high end computing - yes - SUN, SGI yes. Not sure why for high end computing but maybe WINTEL NT Servers could explain it. I also agree he will do a 180 turn. But I suspect it's going to come later than March '98. He never goes half-way that's for certain. yahoo.com In LSI Logic, most action was in the December 25 put, which traded about 2,165 contracts. The option, which rose 1-1/4 to 2-1/4, had open interest of 1,255 contracts. -- ot -- Check out 3Com earnings warning - inventory problem. Looks like the X2 modems are being met with K56Flex power. ASND just announced a nice report today about K56Flex acceptance and implied that K56Flex has overtaken x2. Which is good for ASND.