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

To: Jock Hutchinson who wrote (15145)	9/19/1998 6:59:00 PM
From: E. Graphs	Read Replies (1) \| Respond to of 25814

Merrill picks 22 stocks........no LSI....and no INTC... cbs.marketwatch.com >>Computer chips Analyst Thomas Kurlak expects "significant new opportunities" for the communications-oriented chip suppliers, as part of a broader trend in which he sees the communications equipment industry usurping the personal computer business "as the key driver of semiconductor growth," according to the report. "This shift in end markets, combined with the success of the fabless model, should result in growing fragmentation of the industry," he writes. Kurlak favors Broadcom and PMC Sierra. Among the chip equipment makers, FitzGerald selects Brooks Automation and Integrated Process Equipment. The industry's downturn, according to FitzGerald, should spark more consolidation. "Most of these acquisitions will occur at a premium to current prices because asset values have declined so sharply," he writes.<< >>AOL BRCM BRKS CERN CBR CSCO CSC GLC IDXC ITWO IPEC LU MSFT MOLXA NTAP ORCL PMCS SLR SE SDRC SUNW VSIO<<