Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: TATRADER who wrote (155)	1/5/1998 5:16:00 PM
From: Michael Berkel	Read Replies (1) of 18691

Mark, what is your short term target for LSCC? For a company with a revenue run-rate of one-quarter of a billion dollars 35 million revenue loss is not the end of the world. South Korea makes up 5% of LSCC's sales and L. said there is no credit risk involved in the Korean distributor's failure. Did you study LSCC and do you know in what market niche they operate? Any margin pressure or other down-risk worth mentioning here? I am unfamilar with the company, apart from what I have read in the press clippings which doesn't give such a gloomy picture, for what it's worth. CPQ is still holding well. Wonder when that will be trading in the reverse direction. Thanks, Michael B.

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