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Technology Stocks : LSI Corporation
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To: DavidG who wrote (13383)7/1/1998 3:15:00 PM
From: Hightechhooper  Read Replies (1) of 25814
 
Soundview comments from the yahoo thread:

Based on our preliminary estimation, we believe that the Symbios acquisition could be mildly accretive to our $1.66 CY98 EPS estimate (range of $1.65-$1.70). While higher CY99 EPS estimates can lead to some enthusiasm for LSI's stock, we are not compelled either on a valuation or on s "strategic fit" basis.

Given all the lawyers learking around here I had better put in a standard disclaimer regarding the authenticity of the above data since it did come from Yahoo!, but the price action supports the above comments (or vise versa).

Now, this is a perfect example of what I have been talking about over and over again. Forget the question about whether or not this deal will prove to be beneficial for LSI, no one knows the answer to that right now. Instead focus on the fact that LSI made this acquisition because they believe that it WILL add SIGNIFICANTLY to their business and build shareholder value. However, they have been completely unable to communicate this belief and the reasons for it to the investment community. THIS IS THE PROBLEM, THEY CANNOT SELL THEIR IDEAS OR THEMSELVES!! These analysts have already formed their opinions about the impact of the deal (and despite what tony says the results have been decidedly neutral) so do you honestly think that with one conference call LSI is going to be able to change their minds? I can see it now..."last week I said this deal was unimpressive but after discussions with management now I think it is the greatest". As Jockey boy has shown us, once opinions are formed they are difficult to break. LSI has missed out on its opportunity to leverage this deal. The window of opportunity is closing fast and the conf call won't save it.
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