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

To: GST who wrote (16592)	1/26/1999 8:37:00 AM
From: jad	Read Replies (1) \| Respond to of 25814

Here's one less HOLD; LSI Logic (LSI) 21 3/16: Prudential Securities upgrades chip maker's shares from "hold" to "strong buy."

To: GST who wrote (16592)	1/26/1999 12:28:00 PM
From: Duane L. Olson	Respond to of 25814

Glen, good thoughts, as usual... Somebody (everybody?) can correct me, but seems LSI has had an excess capacity problem ((they even had to delay the new Gresham (OR) plant a couple of times)), and FAB fixed costs are relatively high, so LSI (and VLSI and etc) do all they can to fill available capacity --which destroys margins, as Shane used to explain. That prevents a concentration of the sort many of us would like to see. But LSI has focused on a few promising markets, (which Moonray can spell out in better detail than I) -- and net, net, any sustained semi recovery ought to be right in LSI's bag. At least that is sort of our hope, right? <gg> Thanks for the insightful thoughts, Glen, as we look ahead to LSI 70 (I'm a dreamer, too) :-) tso