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

To: Jock Hutchinson who wrote (17053)	2/15/1999 5:55:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 25814

Joxk, >>>I think the movement into storage will ultimately be considered a stroke of genius--much better than consumers. But what concerns me is the Fabless Companies. We will see how that works out.<<< So what's the concern? I'm trying to imagine what it is and might ramble a bit here trying to get it. It seems to me that fabless companies can be at the mercy of the fab company they rely on to manufacture their chips. This is in terms of price, and delivery priority, and quality and technology being up to the minute. When Cyrix was employing IBM for fab, there was a lot of griping about price and delivery. Xilinx is fabless and doing well, Altera has fabs and does well also. Once you've bit the bullet and invested in bricks and mortar and equipment, and have it behind you, it seems like that's the way to go. Master of your own manufacturing destiny. Not that you don't have to update with every major process improvement that hits the industry. You do. But you are "complete". So what is it? Tony

To: Jock Hutchinson who wrote (17053)	2/16/1999 11:42:00 PM
From: Duane L. Olson	Respond to of 25814

OK, Jock...we will keep a monitor on those.. LSI surely has the potential to earn over $3/share within a three-year time horizon, as Value Line is projecting. I like VTSS very much, though I recently exited at 51 1/2, temporarily. Any correction that offers another opportunity to pick up some ALTR and XLNX would make me fairly happy as well. Much as I like INTC, I would expect to grow the money faster in your other choices -- thanks for the thoughts! TSO