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: Tony Viola who wrote (15006)	9/15/1998 12:38:00 PM
From: Howard S.	Read Replies (1) \| Respond to of 25814

> ...he had no idea when his industry would turn around. NO IDEA! Maybe he's more clever than you think. You must admit, it's kind of hard to be sued on that forward looking comment. <g>

To: Tony Viola who wrote (15006)	9/15/1998 3:38:00 PM
From: shane forbes	Respond to of 25814

Tony: RE: Was hoping for the sudden rush in demand by now for the high end guys. I don't know what you mean by this. Please ekkaspulain. --- Nothing more than I had expected that the Alteras, Xilinxs (and in a different way the LSIs) of the world would be showing increasing demand by now. As you know the beauty about the semiconductor industry is that virtually overnight you can go from being in overcapacity to being desperately short of capacity. LSI came close a few months ago... but then the bottom fell off in late June, July and the first half of August. But assuming Sept was no fleeting one shot mirage there is some hope that LSI's newer chips means there is that "sudden rush of demand" <g> Shane.