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Technology Stocks : LSI Corporation

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To: Grand Poobah who wrote (12260)	5/10/1998 9:43:00 AM
From: shane forbes	Read Replies (1) of 25814

El Grande Poobah: RE: They are not as good at implementing these great ideas in the marketplace Now is that still true? 3-4 years ago I would have said unqualified yes. Now I actually think they are doing quite well operationally. For instance GMR heads in hard drives, growing market share in hard drives, stock in AMD goes up when there is a rumor that IBM will do the production (& other rumors!), IDTI outsourcing to IBM (?), std. cell growth rate... I think the IBM Micro area in IBM is a true growth engine for them (not as much as services but very good nonetheless). Of course IBM is IBM and you are right their mgt. may screw up. But I think Louis and his Merry Men made mgt. a bit more horizontal sometime ago. Though I am not sure. Shane.

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