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Technology Stocks : LSI Corporation

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To: Bob Howarth who wrote (17738)	4/6/1999 5:15:00 PM
From: patrick tang	of 25814

$463M Q1 vs $445M Q4, that's a 4% increase. In line with expectations, but no wild surprise. My guess is the stock will 'sell on news' after earnings. But then if this Soundview guy knows of exact # for sales, it's probably a given that he knows the exact # for earnings too and he gave a 'strong buy' recommendation... Q2 looks good. the semi recovery has begun. Lastly TSMC is full, which means UMC will be full next and higher wafer price for the fabless guys is right around the corner. In good times, total margins for LSI = margins for fabless guys + margins for foundry wafers (assuming LSI's fabs are as efficient as TSMC/UMC). patrick

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