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Technology Stocks : LSI Corporation

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To: Duane L. Olson who wrote (10288)	3/1/1998 12:37:00 AM
From: shane forbes	Read Replies (1) of 25814

That LSI capacity thing is hard to believe and he was likely mouthing off. But important not to confuse the message and the messenger. I think LSI is doing fine and capacity utilization is good. I just do not believe this guy saying it or embellishing it!!! Mute button on! //ot TSO: Everyone's getting way too excited there! It really does seem like a great accomplishment but as I mentioned earlier there is likely much "betwixt the cup and the lip" here. (horrendous paraphrase) Yes the development is fabulous and DPMI looks good. But if you notice the slant in the subsequent reports it does not appear that DPMI did something truly stupendous here! It looks instead like that graduate student made a Faradayesque discovery. Having said that DPMI l/t appears to be in the driver's seat.

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