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


To: shane forbes who wrote (9189)1/27/1998 11:57:00 PM
From: Mang Cheng  Read Replies (3) | Respond to of 25814
 
Michael Murphy; Editor, California
Technology Stock Letter

For his three-month picks, Murphy likes Diamond Multimedia Systems Inc.
in part because he believes there will be a strong comeback for the graphics
boards market. He said he chose Integrated Device Technology because the
"new C6 Intel [Corp.] compatible microprocessor has five to 10 customers
already, [and] will sell 1 million to 2 million chips at $80 to $100 in 1998."
For his six-month picks, Murphy said Ross Systems Inc. is "gaining share
rapidly."

For the full year, Murphy said:"Informix [Corp.] has the best database
technology, and with financial restatement done and new management,
[stock] will gain on Oracle all year long."

And he said Asian production lowers the costs for LSI Logic Corp. "Also,
unlike most U.S. companies, [LSI] has good exposure in consumer products
like DVD and digital cameras," he said.


---

$114,276

3-Month Picks:

Buy.......:Diamond Multimedia

Buy.......:Integrated Device Tech.

6-Month Picks:

Buy.......:Applied Materials

Buy.......:Ross Systems

1-Year Picks:

Buy.......:Informix

Buy.......:LSI Logic

Copyright (c) 1998 CMP Media Inc.

techweb.com

Mang (Ifmx and Lsi in exactely the same league ??!!)