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Technology Stocks : LSI Corporation
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To: patrick tang who wrote (20351)10/21/1999 10:50:00 PM
From: akmike  Read Replies (2) of 25814
 
Patrick- I like the way you think. John Dahne also talked about embedded FPGA's in a positive way with shipments in 1st h of next year. It was very bullish that they broke telecom into 2 divisions in order to give wireless proper focus. CDMA must be really huge! I also thought it was very bullish that he emphasized that design wins have increased every q for many q's. Positive momentum is good!
Maybe it is time for you to update your earnings model? I bet that 3.00 next year is possible if CDMA and PSII take off.

Best regards,

Mike
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