Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Duane L. Olson who wrote (9828)	2/17/1998 5:22:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

(No wonder you liked the VECO run - better than 50% over Feb!) I still am skeptical about the semi-equips doing well. DRAM is the key - there is a surplus there which shows no sign of abating (well OK with lots in SEA halting or reducing production the prices will increase over the n/t). Still I've heard of no major DRAM plants being built. DRAM accounts for a huge chunk of semi-equip revenue. Forecasts call for low digit growth this year in revenue. EPS estimates should be coming down across the board. Not exactly the things that would lend support to rising semi-equip prices. Still can't deny the strong trend. Likely will continue to go up further. But at some point reality will set in! The further they go up the sooner reality will set in! QWST wow! Many ways to value stocks and I think you may have something there - much the same way that AOL may have some valuation metric based on size of customer base. Or as Lynch's cable company valuations in the mid '80s. LSI is cheap by comparison. So sure I'd say it's the "surer" bet!