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Technology Stocks : LSI Corporation

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To: uu who wrote (9732)2/12/1998 12:59:00 AM
From: shane forbes   of 25814
 
Addi: I hope you're right. And it would be nice. I wish I knew just how large LSI is in the DVD market - my guess is it definitely is in the top 5 - possibly as high as 2nd behind Cube - heck maybe even first. DVD is the promised land for LSI. Remember though that Corrigan mentioned something in the order of high single digits or roughly 120-130 million from both DVD and DCAM in I'm not sure but probably 1999. (If 1998 that would be fantastic but I think it was 1999.) Again it really is 2 years beyond initial production where we'll see huge numbers beginning. Therefore that makes the Year 2000 the big year.
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