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Technology Stocks : LSI Corporation
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To: Jock Hutchinson who wrote (13703)7/20/1998 4:51:00 PM
From: patrick tang   of 25814
 
Sure looks like somebody, a lot of somebody, knows a lot more about the Q results and cc call than us here. My own suspecion is cc will not be that bad, just show LSI not different from everybody else i.e. all in the dumps. But that should be enough to dispute management's strategy of going into 'value-added' chips vs gelly beans. Or perhaps we here just would not believe that LSI is the same as everybody else, not difference.

Sure looks like this thing is going from a short term recovery to a long term hold. Hope recovery won't be more than 1 to 2 Qs out.

patrick
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