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

To: Gary L Schultz who wrote (12006)	4/29/1998 9:58:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Gary: Yup the zero does look a sham to me as well. On the semi-equips blood thread Adam Harkness and his bunch of Merry Men are predicting the same as Lehman and his bunch of Profligates. However I would not buy in just because this has come out. I would wait until the BTB shows some sign of sustained improvement. Again DRAM is the big driver in the semi-equip market - if there is no need to be upgrading there then there will be very little growth in the semi-equips. The Koreans are quiet and that means DRAM spending is subdued. The zero growth hypothesis is not yet reflected in the prices. The layoffs look bad. The Koreans are down for the count. The Japanese may not be big spenders. The Taiwanese are easing. The US of A is down - and this was once the last bastion of support. AMAT's grip on hope was the Taiwanese and they are cutting back pretty hastily. So what is good? What gives hope? 300 mm - pushed out. Design shrinks - well on its' way and not big enough in total (guess). DRAM coming back soon - HA! Flash - HA! Microprocessors - oops. Analog - old stuff. Logic - very few - LSI one of the very few. Yes and these pundits who get paid big bucks could not tell you accurately what is happening tomorrow let alone 1-2 years away. As they say with economists "they make weather - men (and women) look good", we can say the same with semi-conductor analysts be they in the chips or chip maker areas. Too darn difficult a thing to accurately predict - a macro thing that keeps changing very quickly. (actually weather predicting is getting better... that leaves the economists and the semi-analysts in the lone drowning boat) Ay Caramaba. Shane.