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

To: Moonray who wrote (10573)3/5/1998 8:25:00 AM
From: frank/fla.  Read Replies (1) | Respond to of 25814
 
Ms.Moonray, after this panic sell off today what tech.stock(s) would be a absolute buy, thanks and you are welcome to come to Fl. anytime...



To: Moonray who wrote (10573)3/5/1998 9:10:00 AM
From: shane forbes  Respond to of 25814
 
Moonray:

After a good night's restful sleep I am actually in an optimistic mood!

I think INTC is bluffing. See my post to Frank which says that unit demand is strong. For LSI that's all I care about - net chip unit demand. INTC's announcement of the sub $1000 chip and the preannouncement were I feel telling. I also agree that there is a big inventory adjustment that INTC may have not accounted for.

A bout of paranoia for INTC and other semiconductor investors today.


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