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Technology Stocks : LSI Corporation

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To: Hightechhooper who wrote (13528)	7/14/1998 6:52:00 PM
From: Jock Hutchinson	Read Replies (1) of 25814

K: According to one version of the SEG CC, the growth rates in Fibre Channel will be 100% sequentially. At the 1Q conference call, Wilf indicated that LSI had about 80% of the design wins in Fibre Channel. Shane always felt that Fibre Channel was the unacknowledged trump card in LSI's future earnings growth. Given this new information, one cannot help but speculate as to the heightened potential synergies of the Symbios purchase. Perhaps you wish to provide an alternate viewpoint on the Symbios purchase in light of today's SEG CC? Message 5193912

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