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

To: E. Graphs who wrote (11686)	4/17/1998 12:51:00 PM
From: Moonray	Read Replies (1) \| Respond to of 25814

Naaah, not in, still waiting for the $20 IPO.<g> RE: BRCM I see it's at 66+ at the moment. Are you in? <g> CNBC said it was sold out 30x over. Where is all this money coming from? Is the American/Foreign public printing their own? Am I the only one paying taxes this week? <g> I LIKE THE WAY LSI IS ACTING. Still looks like it is setting up for a big move up. If the Dow/Naz does not take a tumble before the Aug 14 contest end, 67 MAY not be impossible. With 2 earnings anouncements between here and then, it depends a lot on Corrigan forward looking statements. o~~~ O

To: E. Graphs who wrote (11686)	4/18/1998 1:12:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Hi E! Like a bad penny I'm back. The weather in these parts has been way too good to concern myself with stocks and such. When working out my tax return I realized that my returns last year, in spite of the Oct. fiasco, were well into triple digit territory, so I said schrudamundo - I am taking a more passive view of my investments. I'll let you guys worry about the day to day stuff - I'm not any good at predicting these short term things anyway. Sometime ago I made the case of the 2 LSIs. Here's official stats that bear that analysis out. techweb.com The top 10 standard-cell suppliers include some familiar ASIC names. At number one is Lucent, which increased sales 30% in 1997, to about $1.25 billion. IBM boosted sales 31%, to $1.05 billion; and NEC posted a similar sales hike to $900 million. LSI Logic was fourth with a 42% gain to $700 million. ---- Using these numbers you'll see that the gate-array business for LSI absolutely plunged. Like it did for other companies. Not concerned - this is not where the fat margins are. ---- Shane.