Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Moonray who wrote (8211)	12/8/1997 5:51:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Thanks Moonray. Currently I think DRAM is stable (believe it or not or finally! - but remember DRAM prices were crushed about 3 weeks ago), logic lead times are down and flash lead times are down big time. Difficult to extrapolate these trends to LSI because they are high end logic. Still Kurlak may have seen something near term. Incidentally networking and telecommunications segments explains why the networkers and companies like VLSI were bombed recently. The telecom chips thing is a new thing. Still unlike 1996 there is very very strong bit growth and that must count for something. In 1996 I think people just stopped ordering. My sense are that things are getting bad in certain segments but unlike 1996 we are no where close to being kaput. We shall see. All the semi-equips have not yet indicated any sign of significant slow downs... I don't buy the gloom and doom scenario. But there is definitely a slow down some where - I just disagree on the extent. Jan. will tell us - company balance sheets at that time should show the degree of inventory correction taking place.