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

To: shane forbes who wrote (8246)	12/10/1997 8:59:00 AM
From: getgo234	Read Replies (1) \| Respond to of 25814

Shane and others: NSM semiconductor business looks solid (qrtly figures just released). Does this news bode well for LSI or am I mixing apples and oranges once again ?

To: shane forbes who wrote (8246)	12/10/1997 10:31:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

O Wise Wizard, It is hard for me to believe that these analysts have taken this long to discern what some have been insightfully explaining for nigh on many moons already! The MBC members or "Mibics" are clearly getting the upper hand in what passed for a contest, temporarily. Nary one of the SLCs heard from for several posts.. perhaps a s/t pop from an oversold condition will elicit a few optimistic comments... we need a little humor about now, however droll. Fortunately you finished in grand style, OWW; I was beginning to think you might be contemplating relenting there for a second.... Some areas of selective mild dissent: 1. Earnings impact may be more selective than widespread for now. The small cap/mid cap stocks may thumb their noses and run... Not clear that LSI will suffer serious earnings setback. 2. Strong dollar bad.. . TSO is not convinced this is necessarily correct. Strong dollar yields lower interest rates, for example, lowering costs for U.S. companies. A company with low Asian exposure and high debt might be saying "Strong dollar VERY good" if they can refinance at lower rates... But what I REALLY liked about this report was: Countries like Taiwan and South Korea invest heavily in their semiconductor industries. Because of the threat of bank closings, loans and financing are harder to come by, so Asian semiconductor companies have had to slash their expansion and spending plans. Last week, for example, South Korea's Dongbu Group scrapped plans to open a $2 billion memory chip plant because of tight financing. .. Why does this sound familiar?.... TSO