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Technology Stocks : LSI Corporation
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To: Tony Viola who wrote (10063)2/23/1998 3:05:00 PM
From: shane forbes   of 25814
 
Tony: I have suspected all along that much of their R&D is "wasted" - that is, LSI has developed the wrong products and they are having trouble marketing them!

a double whammy.

besides on Wilf's credibility issue you are right again.

however he really was not very bullish this time in the c.call. I'm just talking of a longer term perspective (and therefore holding these in my IRA).

However 2 things different this time from last:

(a) Last year there was one Prozac type blockbuster chip intro (DVD). This time we have 3 biggies and likely 5 if you include CDMA and Fibre Channel (FC) chips.

(b) Secondly last time Wilf put $0 of his own money to support his claim. This time he put $2,300,000 of his own money to back up his claim (more than several times his base salary I think).
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