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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (8218)	12/9/1997 11:37:00 AM
From: shane forbes	Read Replies (2) of 25814

Some competitor news: yahoo.com (note consumer electronics IC market expected to grow at 17% - LSI appears to be gaining market share in this segment - though results may be skewed because of PlayStation sales boom.) And PlayStation selling at 1 million / month in N.America: yahoo.com (thus 2 million / world - appears to be roughly 1:1 ratio N.America:World - would also imply that production at LSI would have to be ramped up - since it looks like at the current run rate there is just enough supply to meet demand. Thus I say we see an announcement to raise output at least 25% to 2.5 million chips/month or roughly 300 million in revenue for LSI / year) ---

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