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

To: Roader who wrote (8541)	12/17/1997 5:17:00 PM
From: Mark Brophy	Respond to of 25814

Almost any chip stock will suffice. They're all down to absurd levels. LSI, VLSI, Cypress, Altera, Xilinx are a few. The Asian exposure has been reported here at 25%. Most of that is for the processors in the Sony PlayStation which are mostly exported to the USA.

To: Roader who wrote (8541)	12/17/1997 5:34:00 PM
From: Duane L. Olson	Respond to of 25814

Roader, there certainly are some beaten down tech stocks to look for bargains amongst this time of year.. and some not so beaten. You might consider adding veco, vtss, cien, ter, tlab, qwst, jbil, slr, amat, nvls, ltxx, vlsi, among others, to your "hunt" list.. LSI's exposure to Asia is about 25% for all revenues, all Asian counties, with a total of about 7% of revenues to "affected" countries. Assuming a one-third hit in those countries, LSI is exposed for a potential loss of about 2% of it's revenues. I am not maintaining "Asian exposure" in my list of concerns about LSI. LSI has been using some of their cash to purchase additional "coreware type" software, especially d/a and a/d conversion. I'm sure you will get additional thoughts for the use of cash from others on the thread.. Good luck in your investing! dlo