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Technology Stocks : LSI Corporation
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To: Paul Lee who wrote (19423)7/21/1999 7:35:00 AM
From: shane forbes   of 25814
 
The 464 mil Q1 number is because of Seeq pooling of interests accounting (I presume) - 7 mil added to 457 Q1 revenue.

WAG they did anywhere from 7-8% sequential rev. increase w/o Seeq - above prior guidance of 5-6%.

And the rumor is true - they did buy that small DSP company.

Look at that cash generation. Investments paying off in a big way.

Now I am going to sleep.

Good night.

"Our revenues grew. Our gross margin expanded. Operating expenses fell. Our cash position strengthened." Words to live by.
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