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Technology Stocks : LSI Corporation
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To: thomas hayden who wrote (13251)6/28/1998 5:31:00 PM
From: Grand Poobah  Read Replies (2) of 25814
 
Thomas,

I know Shane has written about LSI's growth prospects very eloquently. In fact, I have a couple specific posts/articles in mind, and I will try to find them, but maybe someone else can first. The first is the column he wrote for SI back around March, which was an excellent description of LSI's business overall. The second is the post(s) he made describing LSI as a combination of two businesses, one a declining gate array business and the other a growing standard cell business, to which he attached some revenue numbers. Shane said it much better than I could, so maybe we can reference what he wrote then.

G.P.
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