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Technology Stocks : LSI Corporation

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To: DWB who wrote (22412)	7/26/2000 1:56:52 AM
From: Ross	Read Replies (4) of 25814

I might write up my notes of the call tomorrow, but anyone would be better of listening than looking at my notes. However, they mentioned cdma twice (I think) and got into sort of a discussion at the end. They had 2 North American design wins in the quarter. Customers won't announce until they are in production due to fear of Qualcomm. They expect to get more than 4-6 new ones this year. They have 4 at least now (sort of confusing there in answering an analysts question). For CDMA handsets they see it as qcom and lsi for "baseband" solutions [I may not have heard that right and don't know what it means.] Growth from 0 to several hundred million in the next couple of years. A couple of times in the call they talked about san systems. I probably didn't hear that right. Does anyone know what they said or meant? Things are tight. Lead times are long. Need to get more equipment in fast. Bottom line: 10-12% growth in revenue in q3 (inc. the 20 million). "Similar" amount in q4. Gross margin 45% at end of q4. Operating margin 20% at end of q4. - None of these comments are guaranteed accurate. Read at your own risk. Ross

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