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

To: E. Graphs who wrote (8253)	12/10/1997 11:09:00 AM
From: shane forbes	Respond to of 25814

YES - I would have put the kissin' cousins connection up but don't own LSI so would have been wrong. I think I mentioned this here a few days ago to dlo - while driving around a few days ago I passed by their litho subsidiary building. Talk about being busy - packed parking lots and hard hats - contruction like crazy. If that's not a good indicator of good business I don't know what is. Of course they are the underdogs in most people's books (they like ASMLF - the other 2 big boys are Canon and Nikon) but hey I always root for the underdogs. Anti-MO that's me. They also have a good photoresist division. And one other division that escapes me right now. My next buying point for them is around 21.5 or if I run out of buying power 20.

To: E. Graphs who wrote (8253)	12/10/1997 11:25:00 AM
From: RFF	Read Replies (2) \| Respond to of 25814

Do you think this capital equipment purchase bodes well for the company's confidence in its future revenue stream? Since the equipment supports the sub .25 micron G11 family, looks like a focus on future chip plans. Or is this just filling an old order based on past rosy forecasts? Thanks for any comments. RFF