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Technology Stocks : LSI Corporation

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To: john o who wrote (19317)7/17/1999 2:16:00 AM
From: shane forbes  Read Replies (3) of 25814
 
Just for fun my qualitative guesses as to how LSI's various biz
segments are doing based on industry-wide goings on (scale is A+ to E):

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DVD: A+ (unless they've screwed up and lost designs)

Digital Cameras: A+ (virtually a certainty)

Storage Components: A+ (certainty)

Networking: A (likely extremely strong)

Storage Systems: A (certainty)

STB: A (in top 3)

Telecom: A (likely market recovery but Europe seasonal + quiet)

Servers and Workstations: B+ (guessing - likely stable biz)

Sony Playstation: B (units flattening out)

Other Computer: ? B say (no clue?)

Wireless Basestations/Handsets: B/B+ (C?) (this is the big ? mark - LSI should address this in conference call)

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Overall: A/A-
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