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

To: anthony karpati who wrote (9813)	2/16/1998 9:09:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Personally I don't like investing in MU because it is so much of a "commodity"-related stock that I think I'd be competing against the professionals here [in the same way that I don't invest in pork bellies and corn! :-)]. (To show how much I do not know about MU I had no idea that they did SRAM. I thought they were tried-and-true DRAM. And I will definitely tip my hat to the company - they are constantly battered and yet they are now the low cost producers (not taking into a/c recent currency issues).) I do not follow MU to know the significance of this move. And yes LSI, if the effect is seen as a seminal event, will move with the rest. But remember LSI is so far away and moving further and further away from these DRAM (commodity type ) companies that it is fundamentally flawed to correlate the two any more.