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

To: shane forbes who wrote (13012)	6/12/1998 8:42:00 PM
From: Hightechhooper	Read Replies (2) \| Respond to of 25814

Shane, Take a chill pill bud, I have never seen (heard) you so stressed out. LSI is a good company and undervalued, but they are not the Gods you are making them out to be. A slowing industry WILL impact LSI significantly because a lot more capacity will be chasing the volume and this will (already has) effect LSI's pricing ability with its customers. If their position in the market were really that strong, the stock price wouldn't be in the pits like everyone else. This industry is too damn competitive and no lead is safe. Design expertise can be bought or cloned much easier than most people want to believe. Process technology is the real differentiator because it is more art and less science than most people believe (that is why INTC kicks butt, not design but manufacturing). LSI should face the music. This industry has got to consolidate in order to return to reasonable profit levels. LSI should partner with TI or STM NOW in order to realize significant synergies in R&D, process technology and manufacturing capital. Everyone is spending huge sums of money trying to develop the same products. LSI should choose a strong partner now, otherwise they will be the only one on the dance floor without a partner. I would rather trade my lsi shares in for TI shares and then watch the combined entity flourish, rather than watch LSI spend all of their money on trying to stay one step ahead in this race with no finish line. This company will never get anywhere near $100 per share if they keep playing the same game they are playing right now because this game is rigged at this stage of evolution for the industry. Sorry, not trying to make you any madder than you already are but trying to offer a balanced perspective. Like Dippy, I fell in love with this company once and now that the spell is broken I can view it from a more objective perspective.