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Technology Stocks : LSI Corporation
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To: Jock Hutchinson who wrote (19642)8/7/1999 11:24:00 AM
From: patrick tang  Read Replies (1) of 25814
 
I agree with all your points that at some point, the market will start giving LSI a higher fundamental valuation than just as another semi company riding the upturn. I think as the earnings growth picture gets clearer and clearer, that higher valuation will come. I think over the next 2 Qs as earnings growth and sales growth start to get some history behind it, that higher valuation will be there.

patrick
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