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Technology Stocks : LSI Corporation
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To: Hightechhooper who wrote (13584)7/16/1998 12:23:00 AM
From: M.  Read Replies (2) of 25814
 
K:

1. Actually, Wilf said that they had just scored 2 more design wins and product was very strong.
2. DVD and Dcam started shipping in q1. Wilf said sales are strong.
3. Minutes of the conference call indicate 'wireless' bookings at an all time high. If they meant to say telecom, they probably would have.
4. I agree. The results haven't always matched the rhetoric. But, for some silly reason I think this time its true.

Ya know, LSI has always been slightly ahead of the game. It has been the system on a chip company in a world that really didn't need it. I think the coincidence of product and demand is just round the corner. Sell if you want. I'll hold.

M.

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