Paul, looks to me like we're double dipping here with LSI stock, taking advantage of both the semiconductor AND the storage boom.
"Ever increasing global competition is the first reality of the new millennium, and our customers are demanding the highest levels of reliability, availability and serviceability, including on-site service all over the world when they need it," said Mitch Seigle, director of marketing, LSI Logic Storage Systems, Inc. "
The LSI guy is saying the right words also, reliability, availability and serviceability AKA RAS. RAS sells product.
Was that $187 by Warburg, Matt Dillon, etc. a misprint, shoulda been $87?
Tony |