SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LSI Corporation
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tech Watcher who wrote (13855)7/24/1998 12:22:00 AM
From: DavidG  Read Replies (1) of 25814
 
To all:

Finally heard the cc and as has been reported already...it appears to be positive...but then did we expect any different...well some did.<G>

Anyway It was curious that Eraiba, I think her name was, kept asking about the Sony playstation. The question was asked in some form by others but persistently by her. Wilf indicated that 11% of revenue is by Sony which is down from 16%. As it turns out the reduction is due to the reduction in the yen and the rest by the final pricing from a mature chip and the agreement of the lower prices for the chips after a 2 year product. Also there was the confusion about Sony vs playstation and as it turns out the playstation is less than 11% b/c there are other products made for Sony unrelated to the playstation. So LSI is becoming less dependent on the Playstation and maybe for good reason, so if they lose the next generation Playstation II business it would not have a great impact...but this is just my opinion.

Even Kurlak was concerned about the Sony business. But my impression of him was he was like a lawyer leading his client. He asked leading questions that I felt he knew the answers to. He wanted to know what replaced the Sony business and the answer obviously was Telecom products (which was the basis for his June upgrade).<g> I would expect some more kind words from him shortly.

Now I did have a noisy line so if anybody disagrees with anything I have to say then it is b/c I could not hear too well.:-)

Good Luck

DavidG
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News