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


To: Neil H who wrote (14804)9/7/1998 1:45:00 PM
From: Car L  Respond to of 25814
 
SF Chronicle Stock Of The Week

sfgate.com




To: Neil H who wrote (14804)9/7/1998 1:46:00 PM
From: DavidG  Read Replies (1) | Respond to of 25814
 
Thanks Neil,

At least he is getting out there and talking about his company and feeding us some info even though it wasn't much. I liked his point on reduced or no inventory in the semi sector as well as the closing of some fabs from TXN and Some in SEA. This is what we are seeing with DRAM's and is what is making MU look better as time goes on. I do believe if this SEMI business picks up LSI is going to move up real quick. If mid 1999 we start to see the explosion then the January effect will be good for LSI which of course follows the tax selling season which we are starting right now.

I guess the repricing of options issue was answered too.

DavidG



To: Neil H who wrote (14804)9/8/1998 4:02:00 AM
From: E. Graphs  Read Replies (2) | Respond to of 25814
 
Neil,

Thanks.........great catch!

E!