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

To: Peter who wrote (8665)	12/19/1997 5:26:00 PM
From: Bald Eagle	Respond to of 25814

<<Why is MU so strong....relatively speaking...and LSI so weak? At least LSI makes some money.....which it doesn't look like MU will next quarter.....I use to to believe they moved closer together.....>> Funny, I remember when MU and LSI tracked each other pretty closely and people on this thread didn't like it then. Now, we wish they did. O, changing times!

To: Peter who wrote (8665)	12/19/1997 6:57:00 PM
From: E. Graphs	Read Replies (2) \| Respond to of 25814

Peter, I'm not the right person to answer that question as I basically trade on TA, so maybe someone else will give you an opinion. I have noticed that LSI has been staying even at about 2 points behind MU recently, however, MU did another amazing stunt at the close today so this observation may be worthless now. I started trading MU when I realized it had more energy than LSI. I don't think they can be compared, but they are doing some business together. Good Luck, E. Graphs

To: Peter who wrote (8665)	12/19/1997 9:22:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

Peter, From a former OXHP stalwart--- welcome to the Pleasant Thread! You made a post a while back about lawyers that I recalled, because we had the same discussion here: exchange2000.com As for the strength in MU, there is apparently good reason to believe that MU will be seeing sharply reduced competition beyond next year.. Now that the Koreans will be forced to "Play by the rules" when it comes to financing capital improvements, there won't be so many duplicative, uneconomic fabs sprouting up to sell DRAM below the cost of production. LSI will see no such advantage, as their competition comes from U.S. companies, and the U.S. subsidiaries of Japanese companies.. Finally, MU seems to have the current technological leadership in the move to .25 micron -- they are already doing .30 micron features..(though I understand Mitusbishi would contest that).. So MU is a value play, looking beyond current earnings.. As I have both MU and LSI, I'd just as soon see them both go up...but will take what I can get..:-).. How long have you been in LSI? And pardon me if my "welcome" is out of line...just don't recall chatting recently... dlo