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Technology Stocks : LSI Corporation

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To: uu who wrote (22393)	7/25/2000 7:07:47 PM
From: Michael F. Donadio	Read Replies (1) of 25814

Hi Addi, I just finished listening to the Virata conference call. They are a dynamo that just IPOed last November and are providing hardware and software solutions for DSL for OEMs. Their solutions seem to be grabbing the market and are growing exponentially. Their largest customer is Westell which has a 5166% increase in DSL customer premise equipment compared to last year. The reason I'm mentioning them is that at their conference call they discussed that their fabrications are through LSI at their Gresham plant. The explosive growth of DSL that is now occurring bodes well for LSI in this one gigantic market alone. Sounds like this may be a buying opportunity for LSI. I'm already into WSTL and VRTA. All the best, Michael (P.S. I bless you Addi every time SUNW reaches new highs.)

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