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

To: Jock Hutchinson who wrote (13688)	7/20/1998 11:55:00 AM
From: Hightechhooper	Read Replies (2) \| Respond to of 25814

You are in complete denial. Don't try and pick a timeframe that gives you data to support your hopes and prayers. Look at the recent peak in early may or the recent floor in early june, versus either of those two relevant benchmarks LSI has underperformed miserably. This is especially true when you look at the value added semi suppliers and take out the equipment makers (which bring the sox down significantly). These are the relevant benchmarks for anyone who wants to hear the truth. If you want to be in denial than listen to "Jocko's tails from happyville".

To: Jock Hutchinson who wrote (13688)	7/20/1998 1:16:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 25814

Jock, couple of things, >>>"LSI and the SOX are both performing poorly today." FWIW, Kurlak came out with more doom and gloom about Intel in the past couple days. Could be that's taking the SOXX down, along with Intel. You mentioned Intel would be a good suitor for LSI. Never happen, IMO. Intel's plate for new stuff is more than full for the next five years, what with Xeon, Merced, 0.18, 0.13, 300 mm, their segmentation of their markets, as you mention (which is segmentation re æPs and related products, not to include other semiconductor products), FTC, copper?. That's enough to worry about without taking on LSI. I also get the feeling Intel doesn't even believe in ASICS, or system on a chip, as a profitable or growing semi market segment. Tony (tired of my wife asking, every time she looks at stock prices, when are you going to sell that dog LSI?).