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

To: Andreas who wrote (32036)	8/31/1998 5:54:00 PM
From: S.C. Barnard	Read Replies (1) \| Respond to of 97611

Can someone give a summary of Abbey Cohen's segment on Moneyline at 7pm est on CNN? I am going out to the real world with my wife for a few hours!

To: Andreas who wrote (32036)	8/31/1998 6:48:00 PM
From: John Koligman	Respond to of 97611

Hello Andreas, I've traded LSI over the years. I got attracted again at the 14 level, buying more at these levels. LSI and VLSI are trading close to book value, LSI is still making money. I have to believe we are at bottom unless one thinks LSI is going out of business - I don't believe that to be the case. They have quite a library of ASIC designs, and I think Symbios will help them in the long run. That said, all these stocks will be trading vehicles until the market senses a semi recovery. Some smart folks on the AMAT thread think the bottom will be this fall (for these stocks). Either trade LSI for a couple of points up and down, or hold for the long term and make the big bucks. When things get rolling, LSI should be a four to five bagger in my opinion. I really don't see LSI going much lower unless this becomes a 1974 bear.... Best regards, John PS - I also think the possibility of a takeover becomes more likely at these levels. Last I looked, LSI's market cap is now around 1.7 billion. Even with a healthy premium, LSI could be bought for relative pocket change by one of the majors interested in the ASIC business...