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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (19372)	7/20/1999 2:16:00 AM
From: shane forbes	Read Replies (2) of 25814

Here's LSI's bogey: biz.yahoo.com 6.9% sequential increase in sales (but just 1.2% sequential growthfor differentiated products - STM's euphemism for non commodity products). If LSI comes in at 5-6% (~ 482 mil) which is what I think they predicted earlier this will be fine. What will be interesting is the BTB number for LSI. The upside comes in order flow at this stage not nec in revs for 'differentiated' product lines. Plus this sounds like Dan Niles' comment today about LSI but it is instead from STM's release: A surge in orders materialized in the first part of the second quarter and continued, unabated, throughout the period. The significant increases in orders and lead-times we experienced during the quarter indicate that the long awaited market recovery is solidly underway For the 'conservative' Pasquale this is quite a statement. And this is the really sweet stuff about companies in this sector that at this time are able to cover their fixed costs: Mr. Pistorio commented, ''We achieved significant operating leverage in the period that flowed directly to the bottom-line. This was attributable to higher revenues, and better utilization of our manufacturing infrastructure.''

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