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

To: Duane L. Olson who wrote (17445)	3/19/1999 2:21:00 AM
From: patrick tang	Read Replies (2) \| Respond to of 25814

No, I pretty much stick with semis, been in this industry for 20 years. In general, semi equipment recovers after semi recovers - theory being semi houses need to recover and make money first before they will spend money on equipment for new capacity. If anything, the prolonged semi recession was foretold by the over long semi equipment boom in ~97. Korea was adding capacity well into the 95/6 recession and that dragged the whole thing down another year or two. I think LSI will do really well in the next two years, enough to make a difference in my own finances. The more I look at it, the better I liked it. I'm long term hold on this stock. patrick