SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LSI Corporation
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Grand Poobah who wrote (22495)7/27/2000 1:53:36 AM
From: Grand Poobah  Read Replies (1) of 25814
 
Based on listening to the conference call, I don't see any good reason for a drop in stock price. The future is brighter than expected. Revenues are ramping faster than plan, LSI keeps getting more and more design wins which are ramping into production, and LSI continues gathering key technologies and executing in getting them to market. The gross margin issue is short term and related to capacity constraints in fulfilling higher-than-expected demand. There is no sign that the communications boom cycle that is driving LSI is anywhere close to its end yet. I continue to be optimistic and long.

Regards,
G.P.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News