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

To: Jock Hutchinson who wrote (14674)8/31/1998 4:17:00 PM
From: uu  Read Replies (2) | Respond to of 25814
 
Jock:

> it will be the semis that will be the early leaders out of the next recession, and I can think of no better holding than LSI.

I agree. However one question, exactly when will semis start doing that (i.e. leading out of the next recession)?!



To: Jock Hutchinson who wrote (14674)8/31/1998 4:39:00 PM
From: patrick tang  Respond to of 25814
 
Re: I can think of no better holding than LSI

I also like MU, their technology is finally going to pay off big. At their top, Samsung never owned more than 10% to 12% market share in DRAM. On the next go around, MU is probably going to own in excess of 20%. TI also thinks so - they invested $700 and 3 fabs in exchange for MU stock. MU is sheer manufacturing powerness, somewhat akeen to INTC.

patrick



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