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Technology Stocks : LSI Corporation

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To: jeff greene who wrote (22024)	4/26/2000 2:47:00 PM
From: shoe	Read Replies (1) of 25814

I saw Wilf Corrigan on CNBC today just by chance. He was subdued, perhaps his normal demeanor, which deflated what he was saying. Didn't mention any specific products. Just that LSI wouldn't be hurt like fabless companies by shortages because LSI had fabs in Oregon, Washington (?), and England. I think he said that the industry would be affected by shortages over the next 18 months. He did say that the April results were the best in the company's history and that he expected 35% growth going forward. No pitches for PSII, CDMA, etc. But he did say they were making telecom and intenet products. He sounded like he was just throwing out buzz words, though. Wish he had brought someone dynamic with him! pjm

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