Frank,
This article should be worth a good intra day boost at least. It also reminds me of something Kurlack said in an interview about one year ago. He said the problem with most companies is that they rely on the analysts to be their conduit to the investment community. According to him, this is not their job, their job is to make money for their clients not to get the companies message out to the world. Again, according to him, if they have a message they want to get out they need to take responsibility for delivering it themselves because the analysts are only going to use pieces of information at the right time to make money for their clients, period.
So, although this article is positive LSI is just too dependant on this second hand delivery system. I would prefer to see Wilf and other senior management at LSI much more visible in the financial and technology press. By taking this approach they ensure their message gets across both accurately and consistently to a much broader audience. Look at the tremedous amount of free media exposure companies like intc, txn, mu, etc. get because they utilize this marketing channel. This is the type of committment and focus that is required to move LSI to the next level. Marketing is what these guys need, not engineering. |
