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

To: shane forbes who wrote (8176)	12/5/1997 11:16:00 PM
From: Duane L. Olson	Respond to of 25814

OWW...If a little jingoism would put a few more contracts in LSI's pocket, and jack up earnings for the long-suffering shareholders -- well, I'd be willing to take a few slings and arrows. (I am an internationalist, however, even if I can't spell for "CHit".. Seriously, if there are fewer competitive fabs now being projected to come on line over the next few years... well margins should move higher for the fabs which have been financed )read: Gresham... (!!) AND, perhaps, REMAIN there long enough to reap a few benefits, for a change.. JMHO, but I like the looks of this trend! TSO Ole

To: shane forbes who wrote (8176)	12/6/1997 9:53:00 AM
From: Michael Grosz	Read Replies (1) \| Respond to of 25814

Shane, I have been lurking (almost exclusively) for some time now, and have been impressed with your technical grasp of chips, etc, whereas I consider myself an expert on chips of the potato, not silicon, variety. With limited cash, I am considering LSI and ATML as candidates for a s/t (3-6 month) bounce. What is your opinion of the product quality comparison? I can read the balance sheet, and give the nod there to LSI. But am constantly worried about 20% of business coming from one customer. Thanks for enlightening us with your knowledge of all things silicon. If you (or anyone else) have any questions concerning frito-lay, etc...