LSI Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LSI Corporation

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: patrick tang who wrote (19404)	7/21/1999 1:55:00 AM
From: shane forbes	Read Replies (3) of 25814

"Any other fundamental business analysis talk is nothing more than pure BS used to justify their forward stock price projections. The only real #s that matter are actual total sales/sequential sales increase, profits/margins, and forward looking sentiments. " Spoken by someone who does not know. First you need to study the whole thing and then decide. Doing it the other way round is like that saying: "A little knowledge is a dangerous thing." Nuff said. "As for Intel's server sales at immorally high margins, they are competing very successfully against entrenched Alphas and Sun Sparc. They got their margins by being much more efficient than Alphas and Suns - they earned it the old fashion way. " They get their success because Windows NT boxes are going to be cheaper to run than UNIX based boxes. They earned it the old fashioned way - yes they pimped it. Like I said earlier trying to say something bad about Intel is abusing 1 out of every 20-30 dollars in the stock market. The 'halo' effect as someone eloquently put it here. [BTW Jock SUNW is a big LSI customer - you still think Intel's server growth is such a blessed event for LSI?]

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next