30% Revenue increase? You wouldn't be conveniently forgetting that the first half of last year didn't include revenue from Symbios would you? Of course not... not for a thoroughly analytical stock investor like yourself.
Please post the Revenue numbers from last year and this year that show an expected 30% increase (or should we trust your numbers on sight, unlike JD's?). If you can prove him wrong, I've got no problem with that. Also please remember to include (or exclude) the Symbios revenue for the first half of last year to make it consistent. If you're having trouble with that, note that in the third quarter of '98, LSI's quarterly showed $390 million revenue total, but also showed just $301 million without Symbios.
As for the specific mention of LSI exceeding reality, the quote was...
"With luck, that could expand to 10%, but that sort of growth, as with Motorola, does not justify a higher price for the stock." It might not be word for word, but it has the same context. Of course I never said it was word for word, but I wouldn't want you to be confused again...
DWB
PS... Typing in all caps is great for impressing the Yahoo! thread residents, but it really makes you look like a screaming blowhard to most rational investors... |
