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

To: Beachbumm who wrote (11966)	4/29/1998 12:14:00 AM
From: Barry	Read Replies (2) \| Respond to of 25814

Another nobody would like to play; please put me down for 26 3/4. Don't anybody worry, I've never won anything in my life, and with this prediction, I've got an even better one that I'm ten points short of the target. I like LSI! And that is the crux of the problem; every tech stock I've taken a liking to has in turn taken a bath (e.g. atmel, cymer, s3--need I continue?!) while every company I disdain (microsoft, cisco, aol, ko, disney) goes gangbusters. One day I'll invest using my brain instead of my heart... The good people of this thread seem convinced that due to decreased semiconducting capital equipment expenditures the supply of chips will fall in line with or below demand in the near future. However, won't the drive toward 250nm and below linewidth more than make up for the slowdown in the move from 200mm to 300mm wafers? I think Motorola and Siemens said their shrinking of linewidth from 350nm to 250nm on 200mm wafers will as a result yield twice as many chips per wafer. This means an extension of too much capacity for the chip world. Or am I underestimating the demand side growth for chips? or is there an increasing proprietary nature to LSI's products? best of luck to all. barry