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Technology Stocks : LSI Corporation
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To: Moonray who wrote (10559)3/4/1998 11:32:00 PM
From: shane forbes  Read Replies (3) of 25814
 
Moonray:

Saw in Briefing.com that INTC explained away the GM decline saying it was entirely, repeat entirely due to the Chips & Tech. merger. If so then here just went my entire cheapPC theory down the toilet. If their MPU GMs are holding up that means the revenue shortfall must be due to weaker unit demand. And that's what they said! And that's not a good thing for all concerned. Still what about DELL's forecast????

(Come to think of it I wonder if their forecasts last Q excluded the Chips & Tech. revenue and the numbers now include that division's revenue. That would be apples and oranges and would also mean things are worse than a 10% decline would suggest. Of coures they would not do such a thing would they?)

The issue is which of the conflicting signals to believe? I still like the cheapPC theory....
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