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Technology Stocks : LSI Corporation
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To: Daniel My Brother who wrote (13544)7/15/1998 2:24:00 PM
From: DavidG  Read Replies (1) of 25814
 
Daniel,

What do we need?

LSI making $.24 for its earnings and especially a good conference call. The CC is probably more important than even the earnings.

We need to hear that the inventory is low, the capacity is at close to maximum and that LSI has improved their margins. Remember Wilf said that they were taking on orders at low margins to fill the capacity.

Finally I want to hear what Wilf will do with Symbios and that it will be Accretive to start and there will be good synergy with LSI and how their fab and LSI's will produce higher margin products going forward.

DavidG
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