Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jock Hutchinson who wrote (14211)	8/14/1998 9:02:00 AM
From: Jock Hutchinson	Read Replies (1) \| Respond to of 25814

To all: Big picture story from Business Week Online. As an aside, I've taken courses from two of the people quoted in the article, Mokyr and Gordon. Gordon was a "renown" economic adviser to Jimmy Carter. I think that just about says it all for this character. Mokyr was always considered something of a gadfly by the liberals at NU. Guess who's getting the last laugh. www3.techstocks.com

To: Jock Hutchinson who wrote (14211)	8/14/1998 9:09:00 AM
From: David Mullins	Respond to of 25814

LSI vs other Semi's ---- It is interesting that MU has had a big run that LSI has not participated in. While many analysts have come out and hyped PC semi's and DRAM companies, it seems like the most negative comments out there are in fact directed exactly at this sector of the semiconductor market. If one looks at the year-end report of Nat. Semiconductor, it makes negative comments specifically on the sub $1000 PC. This is the same point that is made by Kurlak of Merrill Lynch. If we assume they are wrong, then things should improve for the whole industry. If we assume they are right, then the semi's whose business lies mostly with PC's will suffer the most. LSI has a big Telecom business which is much stronger price-wise than the PC business. This should protect them somewhat from the downside in earnings (in terms of stock price, who knows?). Therefore, I think LSI is a speculative buy. I think Micron and others are being hyped only for trading purposes.