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Technology Stocks : LSI Corporation
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To: BWAC who wrote (23735)3/26/2001 12:54:27 PM
From: akmike  Read Replies (1) of 25814
 
It is a stock deal and LSI stock was much higher when CUBE had that valuation. I would trust Wilf that this is accretive and a good buy, but I doubt that it will have the salutary effect of the Symbios cash purchase. IMO Wilf is doing a masterful job of using the semi-cycle to grow the necessary scale to be a longterm player and there are some good synergies here.
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