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Technology Stocks : LSI Corporation
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To: uu who wrote (13752)7/21/1998 6:56:00 PM
From: Hightechhooper  Read Replies (1) of 25814
 
I just listened to the txn conf call. The amount of information and details they give out on these calls is amazing. Every question is answered in detail. It is clear that all of the analysts are appreciative of the openness and the respect towards TXN management is readily apparent (a couple of guys are retiring and almost every analyst took pause to thank them for their help over the past years).

In addition, the results speak for themselves. They had absolutely nothing positive to say on the short run with almost all markets looking very weak and no tangible signs of improvement yet on the horizon. Yet, despite this outlook, the price goes UP a couple of bucks and is within about 10% of an alltime high. This type of relationship with the analysts and investment community at large is truely a goal for LSI to shoot for (instead of simply trying to keep pace with the sox for Gods sake). TXN is truely a class act and that is reflected in their stock price. FWIW one of txn's goals is to bring more stability to the price for txn shareholders and many of the OPERATIONAL decisions they are making are to support that goal. It is nice to see someone thinking of shareholders in this way.

Interestingly, in response to a Jonathan Joseph question, txn said that the ASIC market was weak due to some inventory corrections at end customers. I am not sure exactly how, if at all, this played into the downgrade, but interesting nonetheless.
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