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Technology Stocks : LSI Corporation
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To: Moonray who wrote (9984)2/22/1998 4:36:00 PM
From: shane forbes   of 25814
 
Moonray:

The beauty about the ramp in networking is that it may undo one of
the reasons why LSI went down starting mid last year. Everyone figured they would suffer - remember the CS connection!

I think storage is going to do well this year as well.

Workstations I don't have a clue.

Therefore, hopefully we have the 2 weak links of last year - networking (in the street's eyes this was a weak link, I'm not so sure it was that huge of a deal for LSI) and high end computing.

Combine this with a recovery in STBs and LSI's "core" businesses of last year seem to have recovered or at least are coming back strongly this year.

Now add the 3 new kids on the block:

DCAM

GSM

DVD


and I'm hoping that new fab gets filled awfully quick. Again if things
pan out we might be seeing earnings revisions upwards (how's that for a change) starting after next q.
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