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Technology Stocks : LSI Corporation

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To: Jock Hutchinson who wrote (20355)10/21/1999 11:35:00 PM
From: DWB  Read Replies (1) of 25814
 
A couple of other things...

They mentioned that the design wins for the CDMA chip were shipping now in production, and they were going to announce the companies who were using those chips "soon"...

Gresham at 90%+ utilization, and they expect to see similar utilization going forward even as they add capacity. Gresham capacity being added modularly, with 50% still available for the future...

Q3 seasonality didn't really show up this year...

Gross margins could hit 45% next year...

Eli was almost stumbling over himself to stress how great their Digital and terrestrial set top boxes were doing...

DWB
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