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

To: E_K_S who wrote (17955)	4/12/1999 2:43:00 PM
From: patrick tang	Respond to of 25814

Great find! I am also beginning to start to see articles suggesting that a real semi recovery is under way. If LSI/SOX stops and tanks now, that will really make it the shortest recovery - recovery ends before the underlying companies even begin to make any money. Yes, LSI is in all the new hot areas. Thus even if they do not win big, they only tag along for the ride, they will have increasing sales and earnings during the upturn. I would venture to bet that LSI will be in all the next generation SUNW stuff too. And that's profitable stuff. Now if only SGI can get under way and kill everybody with their LSI ASICs in their Unix machines, perhaps other Unix guys like HP will start ordering some LSI chips too. patrick