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Technology Stocks : LSI Corporation

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To: RFF who wrote (10254)	2/27/1998 1:35:00 PM
From: shane forbes	Read Replies (2) of 25814

RFF: 95+% would be astronomically huge. Does that guy appear to be believable? I looked at some of his past posts and he does seem to know something about LSI. However he did not recognize TCI - so if he is aware of the STB deal he is not aware of TCI's involvement! And he says 2 customers account for 40% - Sony is at 20%, LSI has no other at over 10% so I think at least on this point he's wrong. ---- I do know one thing with LSI - the spigots get turned on in a hurry. I have stressed this several times but at last q's exiting capacity of 80%, LSI is in good shape. If it is now 95+% we are golden that's for certain. But that would be a huge ramp and seems to fly in the face of everything logical. The run rate at 95% is 385 million. This just seems absurdly high. However I did mention that it now appears that virtually all LSI's segments are ramping up now. That should translate to higher capacity utitilization - whether it is 80% (I'll be thrilled if they can maintain this rate) or 95+% (which would be like the heyday of 1995 and just seems a bit too high for me!) I don't know. Average the 2 and you get 87% which would be fabulous and perhaps attainable. ----

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