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

To: Jock Hutchinson who wrote (18348)	5/4/1999 10:05:00 AM
From: patrick tang	Read Replies (1) \| Respond to of 25814

I don't know about the 3/3 exactly, but the up/down w/severity is definitely for real. The 'cycle' can definitely be played to one's financial advantage. patrick

To: Jock Hutchinson who wrote (18348)	5/5/1999 6:47:00 AM
From: Robert Scott	Respond to of 25814

There has been a repetitive boom and bust cycle in the chip business and it has been identified as being roughly every 3 years each. The point is, however, that the past does not necessarily repeat itself precisly on a timetable. Nevertheless, what is clear is that the chip industry has done it again and I believe the results will be similar for investors who pick the right stocks now. I would suggest that you look for companies that are starting to beat estimates and hold them for a few years. LSI looks like it's 1 of those companies.