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Technology Stocks : LSI Corporation
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To: John Lengyel who wrote (11893)4/25/1998 5:14:00 PM
From: dr_elis  Read Replies (1) of 25814
 
To have LSI these days seems smart in regard of their long term perspectives but its also risky as you pointed out with your forcast for the end of this year. LSI has great stuff coming up and I don't think competition can really hurt them, but their profit is still (and this is not going to change) to a large extent dependant on SONY, their one major customer. The PlayStation issue has been ignored in recent discussions and this is the point where the risk is located.
Lets hope for the best of all worlds, keeping the relations to SONY while growing and diversifying so fast that SONYs importance as customer becomes more and more insignificant.
Cheers
Michael
Very long on LSI....
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