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Technology Stocks : LSI Corporation

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To: Duane L. Olson who wrote (9943)	2/20/1998 4:03:00 PM
From: shane forbes	Read Replies (1) of 25814

OK TSO what did you go and do! --- Recall that LSI is supposed to show accelerating valuations and increased sales as their CoreWare takes over. Remember also that I said "commodity" in "" not just commodity! What I was implying was that LSI adds value to these things, they are not the "old commodity gate array business". (Of course, they are still not the future of the company. LSI is emphasizing CoreWare.) I realize now I should have been more explicit but in the last sentence I think I said they were more than commodity gate arrays. They just are not the thoroughbreds more like reasonably fast horses. Those "old" gate arrays were likely real crap - more like toy horses with two broken legs. So even though the new gate arrays are "gate arrays" they are value added. (For proof see that article about LSI in electronic news today where they discussed adding features to "gate arrays" and then calling them something else. --- Besides and much more importantly we have big product cycles beginning here - DCAM, DVD, FC, GSM, CDMA - all LSI all big growth areas in the next few years. These are likely all CoreWare based and are the company(b) parts. --- This is like a "good" rolling stone heading down hill - as it goes down it's picking up more and more CoreWare and tossing out more and more "commodity" stuff. Therefore the pace of "better" days approaches faster and faster as the stone picks up more and more momentum. In plain english, don't throw the baby out just when she is learning to say "Dada"! --- Quick go and buy back your shares or at least the longer term options! The shares may be cheaper later. You have time... Inspite of the disappointing price action, I'm keeping mine! (not a very heavy position) (All I was trying to do in those 2 posts was explain the past price movement and predict the future somewhat. It was not nec. a damnation of LSI! Quite the contrary! See the pace of growth in the coreware area! You want to buy a company when the earnings are going up. And true this is not going to happen to LSI in the next q or so, it should be happening within the next 6 months or so. I guess you could re-accumulate your shares over that period. Hmmmmm..... maybe that dumping was not such a bad idea... ) ---

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