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

To: getgo234 who wrote (12043)	4/30/1998 8:48:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 25814

getgo: RE: The point (wishful thinking perhaps) is that with the sharp curtailment of new capacity isn't it reasonable to assume chip prices will stabilize by early next year ? Bingo. That's been my thesis for the past 2+ months and that is why I like my chances being invested in (the more specialized) semis. RE: And if it is apparent (once again) that supply / demand is returning to a balanced situation why can't the price of chip makers start moving higher late in 98 in anticipation of improving chip prices in early 99 ? I think we get the surge earlier than late 1998 (but that's my wishful thinking :-]). Only catch is PC related areas which may show only modest revenue growth because of pricing issues. Note: that with the exception of PC related stuff all of this flies in the face of Kurlak's pearls of wisdom about new lows in the summer for the semiconductor stocks. My theory is that LSI and the specialized boys turn up first because they have capacity that cannot be sourced elsewhere and this is the first sign of a shortage. But we shall find out soon enough... Shane.