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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (19441)	7/21/1999 4:18:00 PM
From: shane forbes	Read Replies (1) of 25814

This alludes to comments after the Symbios purchase that Symbios was not as cool as LSI because Symbios GMs were lower than old LSIs (I could not be bothered going so far back to find the culprit <g>). To which I responded it was NET (and ROE) that always matter! But people just don't get it! Here's c.call commentary re: Storage Systems EBIT: "revenues were up very strongly" "gained market share" "operating margins 15%" (and it is still early - solidly tracking ahead of other LSI biz segments - though the comparison is a bit unfair - nevertheless it just shows how NICE this segment is) Metastor margins higher than OEM piece (EBIT going up more?) I win round 8. BTW 0.15 - 32% = better than 10% already and I am being conservative and the revs are growing faster than base biz... Nuff said.

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