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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (19309)	7/21/1999 3:57:00 PM
From: shane forbes	Read Replies (1) of 25814

"Now that I think about it - there could be some 'smart' people out there who see the storage biz that LSI has and give it a very big (and justifiable) valuation based on some of the results coming out elsewhere. If you believe some of the valuations in that area then it is possible for LSI to be much higher based solely on this. Those same 'smart' people could then tack on the Sony PS I's and II's cash flow comfort numbers. Plus very strong strength in other consumer areas and very strong strength in networking. Which leaves servers and wireless. LSI needs a big design win in the latter area I feel or at least some good PR - I suspect there are many disbelievers. Maybe LSI should do a storage components/systems tracking stock - ha ha. So if people want to go nuts then I guess it could be possible but I would not assume this is a sure bet at this stage.<end - add>" Ha Ha! Got the wireless answer big time... Give me a C Give me a D Give me a M Give me an A Intel go home! Now take the valuation argument a bit further. If the 'clever' people give the wireless valuation piece IN ADDITION TO THE STORAGE PIECE, people can then give LSI a valuation of ________. Ha Ha. Market dumb asses lose round 4.

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