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

To: DavidG who wrote (13420)	7/4/1998 10:11:00 PM
From: Mang Cheng	Read Replies (1) \| Respond to of 25814

"Sane Strategies for the Schizoid Tech Sector" As for semiconductors, Ron Elijah, manager of the Robertson Stephens Value + Growth fund, predicts that they will bottom by mid-August. But some think the thrill isn't with Intel anymore. A recent Merrill Lynch report by analysts Joseph Osha and Thomas Kurlak asserts that the "industry is in a fundamental shift away from the personal computer as the most important driver of semiconductor revenue growth" and recommends chipmakers like Broadcom and LSI Logic, which sell to the manufacturers of networking and communication equipment (for more on such companies, see Watch This Space). Drew Peck at Cowen & Co. favors Analog Devices and Texas Instruments, which make chips for cell phones and digital cameras. pathfinder.com Mang