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Technology Stocks : LSI Corporation

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To: Neil Mintz who wrote (22013)	4/25/2000 5:26:00 PM
From: jeff greene	Read Replies (2) of 25814

Listening to cc... -they just raised sequential quarterly semiconductor growth up from 6-8% to 8-10%. -6-8 CDMA wins to be announced by year end. -holding gross margin target at 48% by year end. -April strongest month in company history (only first month of Q), and visibility now extends into Q3. -Playstation impact in 2H Edelstone and Niles seem very pleased...probably revisions coming. Jeff

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