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Technology Stocks : LSI Corporation

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To: Duane L. Olson who wrote (11164)	3/26/1998 3:27:00 AM
From: shane forbes	Read Replies (1) of 25814

TSO: Back from another repose! No LSI won't let those kinds of figures out I would think. LSI likely does somewhere around 50-60% with its top 10 customers. Sony, Compaq, Sun, SGI, maybe even someone like CSCO would be in the top 10. Who else I wish I knew. VLSI et al you're right got thumped thanks to the wireless issues. If one has 29% of one's business with one customer, the stock can be volatile. BTW DIVX may have life in it after all. I'm watching this one closely. What surprised me is just how poor total DVD sales (non-PC) have been. With the low DVD sales DIVX if they get lucky may have hope. But the main thing is the PC DVD and that's the key focus. Have you seen any sales numbers here?

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