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Technology Stocks : LSI Corporation

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To: Jock Hutchinson who wrote (13884)	7/25/1998 2:01:00 AM
From: DWB	Read Replies (1) of 25814

Just as something for discussion.... is it possible that one of the products that could give Q4 some kick are in the communications field? I seem to remember reading a note from the cc of $120 million in revenue in that area, and if there is one corner of the market that is exploding, and is almost universally agreed to keep doing so, it's communication. Look at the earnings reports for LU, Nokia, Qualcomm, and Ericsson (due out Monday morning). If LSI gets it's foot in those doors with some of it's chips, say for GSM or CDMA handsets, we could be off to the races. Especially if they are getting contracts for those chips now, with 14-16 week lead times (I seem to recall that number from the cc as well), that would put the revenue smack in the middle of Q4 wouldn't it? Just something to think about. DWB

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