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Technology Stocks : LSI Corporation

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To: shane forbes who wrote (9998)2/23/1998 10:34:00 AM
From: Duane L. Olson  Read Replies (1) of 25814
 
OWW, The TSO has been warned! :-) ...and will be sitting with "Egg on Face" if LSI gets that earnings surprise and runs away to the upside.
My current thought is that I will have an opportunity to get back in under 30 sometime before late fall (following something of Dipy's thinking on volatility)..and meanwhile, that same $$ MAY grow a little faster elsewhere..
As for capacity and depreciation...well, with that new plant coming on stream at Gresham in the second half, there could be a further period of time, second half and beyond, before LSI's true earning power starts showing up...per your numbers, which I can't seem to find at the moment...anyway, big numbers in the out years... TSO
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