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

To: SidStock who wrote (13038)	6/13/1998 6:19:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 25814

(Lehman getting 'increasingly comfortable' with LSI, also Gumport mentions STM as seeing a QtoQ increase in revenue - LSI will likewise also see a increase) ---- ... and we are increasingly comfortable with LSI ($22;2) and CUBE ($19;2) Message 4848521 Of the major chip makers we cover, we note that STM is the only one in which we have confidence that 2Q98 sales will be above 1Q98. ----- Not only will LSI see an increase in QtQ revenue but LSI's increase may likely be more than STM's (WAG) - so with the above statement, since he covers LSI, he must not consider LSI a 'major chip maker'... (or else he lacks confidence in LSI)... <g> ----- o yeah and chip stocks are cheap and the market has severely overcorrected and we should have a <strong> rally [yes even in the chip stocks esp. those like LSI] - only concern is the large caps which have not gone down - all those index funds.... figure I will keep repeating this every week from now till eternity until we see some of this silly fear abate and we get back to normal times.... there are oodles of cheap stocks out there.... ----- shane.

To: SidStock who wrote (13038)	6/13/1998 7:06:00 PM
From: E. Graphs	Read Replies (1) \| Respond to of 25814

Sid, Starts out by pointing out that while the price of IBM stock has risen, net earnings and revenue growth heading south. Gets nasty when they graph out how IBM compares to others using percentage growth in revenues over 1996, and worldwide revenue for 1997 in billions. Every year, IBM grows slower than the industry. IDC >>Gerstner feels the internet will set off demand for IBM chip technology.<< (Hmmmm...where have we heard this kind of thing before?) IMD's Michael Attardo sez, "My objective is to be the premier [chip] supplier in the networked world." Says very little about how. Lists some customers, and future customers already in line for product and technology........says Hughes Electronics Corp. is planning to use IBM chips in communications satellites it will launch next year. No real meat to the positives, imo. One might get the feel of a leaky ship........not yet sinking..........and maybe 1 on-the-way lifeboat. It finishes by mention of Gerstner's selling 3% of his IBM share recently. E