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

To: E. Graphs who wrote (9788)	2/15/1998 1:18:00 AM
From: shane forbes	Respond to of 25814

E LSI's non-PC-DVD basket is make of paper and not sticks I'm afraid. It's going to be a tough sell overall. But China does present interesting possibilities. If LSI can get half of that 20 million they would probably be doing around 100-150 million in business there alone. I like LSI's proactive behavior though. A good indicator. LSI has spent a huge chunk of R&D money on DVD. I'm sure they'd like to recoup that investment instead of seeing it go do the toilet. [As pointed out to someone in an earlier post R&D does not return a guaranteed sales per dollar spent. Heck maybe not at all relevant but I noticed that AMD and LSI were the stocks that peaked the earliest among the Value Line listing of semi-stocks. And AMD spends close to 20% on R&D. LSI is around 16%. Not a short term indicator of high R&D = bad, instead slowing sales = R&D is a high %ge = bad.] Those Infrastructure guys' arguments do look familiar! Any way I remember them saying in early 1996 that things would not be bad and that prescient forecast turned out to be doggy-doo. Plus I also have seen other forecasts by them that have turned out wrong. MU dying was another one. Remaining negative on semi-equips in early-mid 1997 (I think) believing the rally was false was another one. Like I said I'll wait out the semi-equip run. And if I have any guts short them if and when things look like they're turning.