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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (21673)	12/2/1998 7:05:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 27012

Hi Judy, LSI has been a big disappointment. Just as AMAT "begs" to be bought and go up, LSI seems to be the opposite. LSI's business may be in trouble in two ways: one is that some biggies like LU, Toshiba and IBM are getting more into system on a chip (SOAC). The other is that the embedded micros, like Intel's Strongarm, seem to be supplanting some of the SOAC business. Everyone is familiar with micros, they're cheap (the embedded ones), very commodity, easy. Why do custom if you don't have to. I'm thinking of selling LSI for a tax loss to offset some gains, hell, just to sell it because I'm sick of it. My only dog, not too bad. Tony

To: Judy who wrote (21673)	12/4/1998 2:29:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 27012

Judy, I forgot to answer about ADPT. Of course, they were a high flyer that collapsed when the sub 1K PC got so popular and the demand for their SCSI products fell. Now, I understand, they are trying to decide what Adaptec should "be" for the next while. What products should they push, etc. They have two top execs back, at least part time, a founder and also a CEO that I know a little from his previous job here. The CEO is a really good one, John Adler. They sold off a company called Ridge. That's what I know! I'm neutral, I guess you'd say. SCSI has been a great I/O technology for PCs and workstations, but I don't know if fibre channel or other new protocols like USB will start to dominate. My recommendation? Buy Intel. It may not double as soon as some beaten down, out of favor ones will (are there any left?), but they will double, and they are extremely low risk. Oh well, my opinion and a buck fifty will get you a cup of coffee, right? Tony