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Technology Stocks : LSI Corporation
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To: michael97123 who wrote (22972)10/24/2000 10:52:30 AM
From: Andrew Cooke  Read Replies (2) of 25814
 
While SEMI book-to-bill for Sept '00 were 88% greater than Sept '99, they decreased slightly from Aug '00. Report came out last night. Is this the problem this morning?

With the first-ever earnings webcast today from LSI, you certainly would not expect bad numbers or forward-looking statements. I have a great deal of respect for this company (owned varying positions since 1991); but the mkt seems to question its credibility at the drop of a penny. I'm in still, but may hedge with short-term puts today.
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