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Technology Stocks : LSI Corporation
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To: shane forbes who wrote (15029)9/15/1998 11:07:00 PM
From: shane forbes   of 25814
 
silly billy 15 minute willy closed:

[LSI always seems to be marching to the beat of another drummer
aren't they. Last year they were at 65% fab utilization around
mid year and really hurting and everyone else was pretty much
ga ga and very happy. Then this year as LSI was moving fast from
70% to 80% to 90+% utitlization the industry was going the other
way with fab utilization decreasing sharply. Amazing - all I
have to say is that LSI is doing something differently ! now
convert that into cash... - somewhat facetiously but somewhat right -
I think the connection is the communications portion of the business - I think this part is marching to a different beat from the PC side which is what most other companies react to - it is likely not a
coincidence that Tellabs et al are complaining of lower business in the sector and LSI's business vanishing so to speak - like I said only partially true because LSI is more diversified but I suspect there is a smidgeon of truth in here. Am keeping an eye on the networkers as well.]

If the data in the last post was right - PCs at say 40%, communications at 20% for the entire industry - then no wonder LSI (pre - Symbios) is different and everyone is struggling to figure out what the &&^&^^%%$#% is going on.

The component percentages for LSI are completely out of whack relative to the industry as a whole. 

                     LSI      Industry

PC                    <5%       30-40%

communications        36%         20%

(consumer
electron.)            30%       guess < 10%

(high end
computing 
including high 
end 
storage)              31%     guess ~ 20%

autos                 <1%      something

+ whatever else...



Small wonder then - we zig industry zags, & when we zag
everyone else zigs <ggg>

interesting...

Shane.
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